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| Mirretti Perryman Wealth Strategies LLC
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| |
|---|---|
| CRD # | 319408 |
| SEC # | 801-123711 |
| CIK # | |
| AUM | $128.6 MM (2024-07-29) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 847-983-0123 |
| Address | 4711 W Golf Road Skokie, IL 60076 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 42.0 |
| (b) Individuals (high net worth individuals) | 46 | 86.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 128.6 |
| By Discretionary | ||
| Discretionary | 525 | 128.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 128.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.6 | |
| Total | 525 | 128.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Revere Wealth Management LLC
✚
|
NY | 0.1 |
|
Innovative Advisory Group LLC
✚
|
MA | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Brookline Wealth LLC
✚
|
TX | 0.1 |
|
Luminist Capital LLC
✚
|
MI | 0.1 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
Wilkinson Wealth Management LLC
✚
|
AZ | 0.1 |
|
Vega Capital Group LLC
✚
|
CA | 0.1 |
|
Palos Management Inc
✚
|
0.1 | |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |