PEREON WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$180,571,500
Discretionary
$180,571,500
Non-discretionary
$0
Firm details
- CRD number
- 338908
- SEC file number
- 801-134827
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of November 2026.