MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

4711 W Golf Road
Suite 402
Skokie, Illinois 60076
Tel: 847-983-0123

About MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC, formally registered with the SEC as MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC. The firm was established in 04/15/2022. They have over 1 offices throughout the country.

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC is a Skokie, Illinois based Financial Planning firm with nearly $128,583,840 assets under management, offering retirement planning & investment advisory services to 525 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319408
SEC#	801-123711
Assets Managed by Firm	$128,583,840
No. of Clients	525
No. of Advisors	4

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	525	$128,583,840
Individuals (other than high net worth individuals)	121	$41,963,516
High net worth individuals	46	$86,362,761
Charitable organizations	Fewer than 5 clients	$257,563

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