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PERSIUM ADVISORS, LLC
CRD 128335 · SEC 801-71127
2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA, 30328, United States
Phone
678-322-3000
Fax
678-322-3059
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$583.6M
Discretionary AUM
$583.6M
Team
13 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $29.6M |
| High net worth individuals | 77 | $362.5M |
| Pension/profit sharing plans | 13 | $180.1M |
| Charitable organizations | 1 | $709K |
| Corporations/business entities | 5 | $10.7M |
States served
AL, GA, NY, NC, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD