Pearl Wealth LLC

RIASEC & State Registered

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$1.3M

Accounts

102

Employees

Advisory reps

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

FINTRX

Overview

Pearl Wealth LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third-party managers when appropriate. It operates as a capital allocator, using a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). The firm is SEC-registered (registration listed for 2026) and is structured as a limited liability company owned by an individual. Pearl Wealth is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. Its advisory model emphasizes outsourced manager selection alongside in-house planning and portfolio management rather than relying solely on bespoke in-house strategies.