Overview
Assets Under Management: $134 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
PEARL WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299508), PEARL WEALTH LLC is subject to fiduciary duty under federal law.
PEARL WEALTH LLC is headquartered in PORTLAND, OR.
PEARL WEALTH LLC serves 60 high-net-worth clients according to their SEC filing dated November 06, 2024. View client details ↓
According to their SEC Form ADV, PEARL WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
PEARL WEALTH LLC manages $134 million in client assets according to their SEC filing dated November 06, 2024.
According to their SEC Form ADV, PEARL WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 337
Discretionary Accounts: 291
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 299508
Last Filing Date: 2024-11-06 00:00:00
Website: https://pearlwealthllc.com