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| Perissos Private Wealth Management LLC
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|---|---|
| CRD # | 217514 |
| SEC # | 801-129994 |
| CIK # | 0002023071 |
| AUM | 167.1 M (2026-06-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 405-212-9690 |
| Address | 4107 N Council Rd Building A2 Bethany, OK 73008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Blackstone Secured Lending Fund | 6.1 | ||
| SPDR Gold Trust | 4.5 | ||
| Alphabet Inc | 2.0 | ||
| Alphabet Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Amazon Com Inc | 1.5 | ||
| Visa Inc | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 60.1 |
| (b) Individuals (high net worth individuals) | 38 | 83.0 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 72 | 22.2 |
| (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 | 2 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 167.1 |
| By Discretionary | ||
| Discretionary | 550 | 167.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 167.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.1 | |
| Total | 550 | 167.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023071] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Randall & Associates Wealth Management Inc
✚
|
PA | 167.2 M |
|
Safe Harbor Wealth Advisors LLC
✚
|
OH | 167.2 M |
|
Catalyst Wealth Advisors LLC
✚
|
CA | 167.2 M |
|
Armory Capital Management LLC
✚
|
NY | 167.1 M |
|
TRG Investment Advisors LLC
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|
CO | 167.1 M |
|
Schlindwein Associates LLC
✚
|
TX | 167.1 M |
|
Greenbelt Investment Advisors LLC
✚
|
TX | 167.0 M |
|
Aldebaran Capital LLC
✚
|
IN | 166.9 M |
|
Strategic Financial Management LLC
✚
|
166.8 M | |
|
McDonnell Wealth Management LLC
✚
|
IL | 166.7 M |