PEARL WEALTH LLC

Company Profile

As of Date 08/24/2026
ADV Location United States, OR
Websites
AUM* 286,245,916 9%
of that, discretionary 279,056,349 99%
Number of Employees 5 25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 652,041 58%
High Net Worth 45.00% 10%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

279M 239M 199M 159M 120M 80M 40M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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