|
⚲
|
| Pereon Wealth LLC
✚
|
|
|---|---|
| CRD # | 338908 |
| SEC # | 801-134827 |
| CIK # | |
| AUM | $180.6 M (2026-03-25) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 212-606-2323 |
| Address | |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 40.0 |
| (b) Individuals (high net worth individuals) | 75 | 136.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 180.6 |
| By Discretionary | ||
| Discretionary | 571 | 180.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 571 | 180.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.6 | |
| Total | 571 | 180.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crews & Associates Inc
✚
|
AR | 0.2 |
|
Cole Wealth Management LLC
✚
|
AZ | 0.2 |
|
Atmos Advisory LLC
✚
|
PA | 0.2 |
|
CornerStone Investment Advisors LLC
✚
|
CO | 0.2 |
|
Good Steward Wealth Advisers LLC
✚
|
TN | 0.2 |
|
Horowitz & Company Inc
✚
|
FL | 0.2 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.2 |
|
Broad Reach Capital LLC
✚
|
NC | 0.2 |
|
Wacker & Associates Inc
✚
|
MN | 0.2 |
|
Hall Capital LLC
✚
|
CA | 0.2 |