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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mirretti Perryman Wealth Strategies LLC
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|---|---|
| CRD # | 319408 |
| SEC # | 801-123711 |
| CIK # | |
| AUM | $161.0 M (2025-03-26) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 847-983-0123 |
| Address | 4711 W Golf Road Skokie, IL 60076 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 45.2 |
| (b) Individuals (high net worth individuals) | 52 | 112.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 161.0 |
| By Discretionary | ||
| Discretionary | 608 | 156.7 |
| Non-Discretionary | 37 | 4.3 |
| Total | 645 | 161.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.0 | |
| Total | 645 | 161.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RWM Capital LLC
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|
TX | 0.2 |
|
Crusonia Wealth Advisors LLC
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|
CO | 0.2 |
|
KEEN Capital Ltd
✚
|
SC | 0.2 |
|
Wealthcare Asset Management LLC
✚
|
MO | 0.2 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.2 |
|
Dorado Wealth Management LLC
✚
|
0.2 | |
|
MDRN Capital LLC
✚
|
MD | 0.2 |
|
Cole Wealth Management LLC
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|
AZ | 0.2 |
|
Arnold Castellano and Associates LLC
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|
LA | 0.2 |
|
Parkview Asset Management Inc
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|
IL | 0.2 |