Pearl Wealth LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 299508
- Registered since
- May 3, 2021
- Website
- pearlwealthllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.3%
- Individuals14.66%
- Charitable Organizations0.69%
- Corporations / Businesses0.33%
- Other Investment Advisers0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pearl Wealth LLC is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2021. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutional entities. Its fee structure includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Pearl Wealth is not positioned as a capital allocator and does not identify as an ESG-focused or multi-state advisor on its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities65%
- State & Local Bonds15%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Gretchen Cole
Co-Founder and Director of Client ServiceCRD 4194331
Kori Allen
Co-Founder, Managing Director, Investment AdvisorCRD 1845744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 915 Nw 19th Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Skyline Financial Northwest
RIAPortland, OR
Price Financial Group Wealth Management, Inc.
RIAPortland, OR
SMB Financial Services, Inc.
RIAPortland, OR
Tradewinds Wealth Management
RIAPortland, OR
Laurelhurst Asset Management LLC
RIAPortland, OR
Uplevel Wealth
RIAPortland, OR