← Back to searchVisit website
PAPAMARKOU WELLNER PERKIN ADVISORS
PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.
CRD 131796 · SEC 801-63317
430 PARK AVENUE, 17TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-223-2020
Fax
212-758-9804
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.5M
Discretionary AUM
$245.3M
Team
11 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsADVICE ON ASSET ALLOCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $322.2M |
| Pooled investment vehicles | 1 | $14.2M |
| Charitable organizations | 1 | $3.0M |
| Corporations/business entities | 11 | $18.1M |
States served
CA, DC, MD, MA, NV, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD