Pearl Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 296811
- Registered since
- May 26, 2026
- Website
- www.pearlwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.13%
- Charitable Organizations15.42%
- Individuals0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pearl Wealth LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Pearl Wealth bills through a mix of percentage-of-AUM, hourly, and fixed fees. The firm describes itself as a capital allocator that uses external managers to access certain strategies. It is not an active ESG investor and, per its disclosures, does not serve as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities23%
- Non-Exchange Traded Equities9%
- Other4%
- State & Local Bonds2%
Contacts
1 of 1
Debra Huttner
Founder and PresidentCRD 6244041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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