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| Keyboard |
| Mirretti Perryman Wealth Strategies LLC
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|---|---|
| CRD # | 319408 |
| SEC # | 801-123711 |
| CIK # | |
| AUM | 178.9 M (2026-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 847-983-0123 |
| Address | 4711 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) | 124 | 53.4 |
| (b) Individuals (high net worth individuals) | 52 | 122.2 |
| (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 | 1 | 3.0 |
| (h) Charitable organizations | 1 | 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 | 178 | 178.9 |
| By Discretionary | ||
| Discretionary | 149 | 174.5 |
| Non-Discretionary | 29 | 4.4 |
| Total | 178 | 178.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.9 | |
| Total | 178 | 178.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beers Kight Financial Advisors LLC
✚
|
SC | 179.4 M |
|
Waystone Advisors LLC
✚
|
179.3 M | |
|
Investment Advisory Services Group LLC
✚
|
FL | 179.3 M |
|
Dowling Financial Services Inc
✚
|
CT | 179.3 M |
|
Brighttree Wealth Management LLC
✚
|
179.0 M | |
|
Parvin Asset Management LLC
✚
|
SD | 179.0 M |
|
True Square Financial LLC
✚
|
GA | 178.8 M |
|
Clearview Wealth Management LLC
✚
|
CA | 178.5 M |
|
AJF Capital Management Inc
✚
|
NY | 178.5 M |
|
Core Financial Advisors LLC
✚
|
CA | 178.5 M |