PERISSOS PRIVATE WEALTH MANAGEMENT
Firm details
- Headquarters
- BETHANY, Oklahoma
- CRD number
- 217514
- Registered since
- April 23, 2024
- Website
- perissosprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.7%
- Individuals35.98%
- Other Investment Advisers13.29%
- Corporations / Businesses1.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Perissos Private Wealth Management is an independent SEC-registered registered investment adviser organized as an LLC and owned by an individual. It positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of planning and discretionary portfolio services. The firm charges fees by percentage of AUM as well as hourly and fixed fees. Advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for larger businesses or institutions, pension consulting, and selecting outside managers. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities20%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1BRANDON VANLANDINGHAM
Founder and Chief Investment OfficerCRD 5085574
Contacts
1 of 1CHRISTI POWELL
Founder and OwnerCRD 5379104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$121M in ETFs
74%
$89.9M
26%
$30.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES TIPS BOND ETF (TIP) | BlackRock | Passive | Inflation Protected Bond | $6.1M | 55,053 | 5.03% |
Location
BETHANY, OK
OKLAHOMA
Location
BETHANY, OK
Headquartered in BETHANY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 4107 N Council Rd
- Time zone
- CT (UTC-6)
- Office locations
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