← Back to searchVisit website
PERCEPTIVE WEALTH ADVISORS LLC
CRD 304880
5444 WESTHEIMER, SUITE 1000, HOUSTON, TX, 77056, United States
Phone
713-575-2712
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$10.4M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.6M |
| High net worth individuals | 7 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD