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 registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selecting outside advisers and managers on clients’ behalf. Pearl Wealth operates as a capital allocator—sourcing and placing assets with third‑party managers—rather than running a large in‑house manager platform. Its billing approach includes percentage‑of‑AUM fees alongside hourly and fixed‑fee arrangements. The firm is not an active ESG investor and is not identified as a multi‑state or newly formed 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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