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Pegasus Partners Ltd Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Pegasus Partners Ltd is a financial services firm that provides wealth management consulting to individuals, families, and foundations. The firm emphasizes a conservative, low-cost, fee-based approach to comprehensive wealth management planning, tailoring its services to each client’s objectives. Its offerings cover investment management, risk assessment, liquidity planning, insurance analysis, and retirement planning, along with related work in education savings, closely-held business consulting, tax planning, and charitable giving. Based in Mequon, Wisconsin, Pegasus Partners positions itself as a specialist in comprehensive, fee-based wealth management within the broader financial services industry. A recent development reported by Barron’s notes that Lido Advisors, LLC acquired Pegasus Partners Ltd, indicating a change in ownership.

Find Pegasus Partners Ltd employees' phone numbers or email addresses

Pegasus Partners Ltd Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Pegasus Partners Ltd's Leadership

  • Stylized image of a person
    M. H.
    Wealth Advisor & Partner
    Mobile Phone
  • Stylized image of a person
    K. S.
    Director Of Analytics & Head Trader
    Mobile Phone

Pegasus Partners Ltd Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Pegasus Partners Ltd

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. H.
    Wealth Advisor & Partner
    Mobile Phone
    Jun 30, 2026
  • Stylized image of a person
    K. S.
    Director Of Analytics & Head Trader
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Pegasus Partners Ltd known for?

Minus sign iconPlus sign iconPegasus Partners Ltd was founded in 2015 operates in the Financial Services industry. Explore Pegasus Partners Ltd's company overview page for more information.

What is Pegasus Partners Ltd's most common email format?

Minus sign iconPlus sign iconPegasus Partners Ltd employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pegasus Partners Ltd email formats with LeadIQ.

How many employees does Pegasus Partners Ltd have currently?

Minus sign iconPlus sign iconPegasus Partners Ltd has approximately 24 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pegasus Partners Ltd's key employees and leadership?

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As of July 2026, Pegasus Partners Ltd's key employees include:

  • Wealth Advisor & Partner: M. H.
  • Director Of Analytics & Head Trader: K. S.

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