Overview
Assets Under Management: $181 million
High-Net-Worth Clients: 75
Average Client Assets: $1.8 million
Frequently Asked Questions
PEREON 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 #338908), PEREON WEALTH LLC is subject to fiduciary duty under federal law.
PEREON WEALTH LLC serves 75 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, PEREON WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
PEREON WEALTH LLC manages $181 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, PEREON WEALTH LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.35%
Average Client Assets: $1.8 million
Total Client Accounts: 571
Discretionary Accounts: 571
Regulatory Filings
CRD Number: 338908
Filing ID: 2079728
Last Filing Date: 2026-03-25 19:04:34