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 registered investment adviser structured as an LLC and registered with the SEC in 2024. Ownership is individual-led and the firm acts as a capital allocator, working with both individual/family clients and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Compensation comes from a mix of asset-based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and reports operating under a single-state registration profile.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities20%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Brandon Vanlandingham
Founder and Chief Investment OfficerCRD 5085574
Contacts
1 of 1
Christi Powell
Founder and OwnerCRD 5379104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$160M in ETFs
82%
$131M
18%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12.6M | 137,821 | 7.91% |
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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