Investment adviser · CRD 217514
PERISSOS PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
BETHANY, OK, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $167M Form ADV · Item 5.F
- Client accounts
- 550 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 38 | $83,040,635 | 49.7% |
| Individuals | 152 | $60,122,324 | 36.0% |
| Other investment advisers | 72 | $22,209,282 | 13.3% |
| Corporations & businesses | Fewer than 5 | $1,704,748 | 1.0% |
Filing source
Form ADV 2101592 · Jun 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4107 N COUNCIL RD BUILDING A2BETHANY, OK, 73008, United States
CRD 217514
Filing source
Form ADV 2101592 · Jun 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.