Overview
Assets Under Management: $167 million
Headquarters: BETHANY, OK
High-Net-Worth Clients: 38
Average Client Assets: $2.2 million
Frequently Asked Questions
PERISSOS PRIVATE WEALTH MANAGEMENT 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 #217514), PERISSOS PRIVATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PERISSOS PRIVATE WEALTH MANAGEMENT is headquartered in BETHANY, OK.
PERISSOS PRIVATE WEALTH MANAGEMENT serves 38 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, PERISSOS PRIVATE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PERISSOS PRIVATE WEALTH MANAGEMENT manages $167 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, PERISSOS PRIVATE WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.70%
Average Client Assets: $2.2 million
Total Client Accounts: 550
Discretionary Accounts: 550
Regulatory Filings
CRD Number: 217514
Filing ID: 2051497
Last Filing Date: 2026-03-20 17:20:16