PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
Doing business as PERISSOS PRIVATE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$167,076,989
Discretionary
$167,076,989
Non-discretionary
$0
Firm details
- CRD number
- 217514
- SEC file number
- 801-129994
- Main office
- BETHANY, OK, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.