|
⚲
|
| Persium Advisors LLC
✚
|
|
|---|---|
| CRD # | 128335 |
| SEC # | 801-71127 |
| CIK # | 0002033683 |
| AUM | $583.6 M (2026-03-31) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 678-322-3000 |
| Address | 2100 RiverEdge Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 2.0 | ||
| Apple Inc | 1.6 | ||
| Denali Holding Inc | 1.3 | ||
| AT&T Inc | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Total Sa | 1.2 | ||
| BHP Billiton Ltd | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Verizon Communications Inc | 1.0 | ||
| Wal Mart Stores Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 29.6 |
| (b) Individuals (high net worth individuals) | 77 | 362.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 180.1 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 583.6 |
| By Discretionary | ||
| Discretionary | 484 | 583.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 583.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 583.6 | |
| Total | 484 | 583.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033683] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Outlook Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Sequent Planning LLC
✚
|
NE | 0.6 |
|
JPL Wealth Management LLC
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|
CO | 0.6 |
|
KIRR Marbach & Company LLC
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|
IN | 0.6 |
|
Harpswell Capital Advisors LLC
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|
ME | 0.6 |
|
Winch Advisory Services LLC
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|
WI | 0.6 |
|
Northwest Quadrant LLC
✚
|
OR | 0.6 |
|
Edgerock Capital LLC
✚
|
CO | 0.6 |
|
Allodium Investment Consultants LLC
✚
|
MN | 0.6 |
|
Clean Yield Group Inc
✚
|
VT | 0.6 |