PERENNIAL WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$80.6M

Discretionary

$80.6M

100% of AUM

Avg account

$191K

Accounts

421

Employees

Advisory reps

Firm details

Headquarters: CANADIAN, Texas
CRD number: 329913
Website: thepwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals51.5%
HNWI47.2%
Corporations / Businesses1.22%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Perennial Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional and business accounts. Core services include financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, and the firm also produces periodic publications or newsletters for clients or prospects. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Perennial does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor. The firm’s published activities indicate a traditional advisory model focused on fiduciary portfolio management and planning rather than operating third‑party funds.