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PEREON WEALTH LLC
CRD 338908 · SEC 801-134827
CA, United States
Phone
212-606-2323
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.6M
Discretionary AUM
$180.6M
Team
7 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $40.0M |
| High net worth individuals | 75 | $136.1M |
| Pension/profit sharing plans | 7 | $2.0M |
States served
CA, NJ, NY, PA, UT, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD