Perennial Wealth Advisors, LLC
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
FINTRXOverview
Perennial Wealth Advisors, LLC is an independent RIA structured as an LLC that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, and publishes periodicals or newsletters. Its fee model combines asset-based fees and fixed fees. Perennial does not identify as an active ESG investor and is not positioned as a capital allocator; it instead accesses third-party managers for alternative exposures.
Assets & Accounts
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Edward Hedgecoke
Financial AdvisorCRD 4098231
Brock Hedgecoke
Financial AdvisorCRD 7227793
Kinsey Burrus
Financial AdvisorCRD 6838271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canadian, TX
Hemphill
Location
Canadian, TX
Headquartered in Canadian, TX, in the South of the United States.
- Region
- South
- County
- Hemphill
- Address
- 123 N 3rd St
- Time zone
- CT (UTC-6)
- Office locations
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