PEARL WEALTH LLC

915 Nw 19th Ave Suite F
Portland, Oregon 97209
Tel: (503) 223-2539

About PEARL WEALTH LLC

PEARL WEALTH LLC, formally registered with the SEC as PEARL WEALTH LLC. The firm was established in 05/03/2021. They have over 2 offices throughout the country.

PEARL WEALTH LLC is a Portland, Oregon based Financial Planning firm with nearly $133,702,051 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299508
SEC#	801-121119
Assets Managed by Firm	$133,702,051
No. of Clients	337
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	337	$133,702,051
Individuals (other than high net worth individuals)	69	$25,196,746
High net worth individuals	44	$107,659,006
Charitable organizations	8	$834,939

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