Pearl Wealth Group

RIASEC RegisteredEst. 2026

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$168K

Accounts

612

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 326283
Registered since: February 12, 2026
Website: pearlwealthgroup.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals65.75%
HNWI34.25%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pearl Wealth Group operates as an independent registered investment adviser organized as an LLC and identified as an individual-owned firm. The firm is represented as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm is noted as SEC-registered in 2026 and lists an affiliation with an insurance company. Pearl Wealth Group does not identify as an active ESG investor.