Percension Wealth Advisors, LLC
RIAState Registered
Total AUM
$27.1M
Discretionary
$27.1M
100% of AUM
Avg account
$182K
Accounts
149
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 160134
- Website
- percension.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.75%
- Individuals38.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Percension Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management services tailored to individuals and small businesses. Its fee model is a percentage-of-assets-under-management arrangement. Percension describes itself as not actively pursuing ESG strategies and is not positioned as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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