Perla Wealth LLC

Overview

Perla Wealth LLC is a limited liability company that presents itself as an advisory firm focused on financial planning and portfolio management for individuals and small businesses, with listed services that include pension consulting. The firm’s snapshot classifies it as unclassified and does not identify it as a capital allocator. Fee arrangements noted include percentage-of-AUM billing alongside hourly and fixed-fee options. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser; it is also not recorded as a newly formed adviser. Registration year and several client-base fields are not populated in the available record. Regulatory/industry linkages reported in the profile indicate affiliations with an accountant and an insurance company, which may reflect referral or service relationships rather than investment-product ties. The firm is not marked as a related adviser in the dataset.

Assets & Accounts