Victor Pemberton's net worth is down 10% in 30 days

Victor Pemberton · Mass Affluent · 30-39 · Boston, MA · Advisor Elena Brandt

Why it fired

From $1,207,392 to $1,084,879, a change of -$122,513 across accounts linked for the whole period.

Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (6)

Reported balance
Nov 26, 2025 · Your Firm brokerage account
$664,194
Reported balance
Nov 26, 2025 · Voya 401(k)
$542,165
Reported balance
Nov 26, 2025 · Gemini crypto account
$35,459
Reported balance
Dec 31, 2025 · Your Firm brokerage account
$596,095
Reported balance
Dec 31, 2025 · Voya 401(k)
$487,729
Reported balance
Dec 31, 2025 · Gemini crypto account
$33,108

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Make a reassurance call and review the plan

“Victor, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”

A prompt for a conversation, not financial advice.

Status: Reviewed

View profile

Tax Event
Victor Pemberton sold $180.5K of securities, about $92K in gains
1d agoNew$92K
$92K
Income Change
Victor Pemberton's Johnson & Johnson pay is up 23%
Jun 27Dismissed$17.8K
$17.8K
Cash Stagnation
$193.2K has sat idle in Victor Pemberton's Bank of America savings account for 6 months
Sep 1Dismissed$193.2K
$193.2K

From $1,207,392 to $1,084,879, a change of -$122,513 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Victor Pemberton

From $1,207,392 to $1,084,879, a change of -$122,513 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Victor Pemberton