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PERISSOS PRIVATE WEALTH MANAGEMENT
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514 · SEC 801-129994
4107 N COUNCIL RD BUILDING A2, BETHANY, OK, 73008, United States
Phone
405-212-9690
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.1M
Discretionary AUM
$167.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $60.1M |
| High net worth individuals | 38 | $83.0M |
| Other investment advisers | 72 | $22.2M |
| Corporations/business entities | 2 | $1.7M |
States served
LA, NE, OK, WA, TX, FL
All web addresses on file
- https://www.facebook.com/perissosprivatewealth/
- HTTP://WWW.PERISSOSPRIVATEWEALTH.COM
- https://www.linkedin.com/in/brandon-vanlandingham?cfa-cmt-2b3436b8/
- https://www.falconfinancialok.com/
- https://www.linkedin.com/company/perissos-private-wealth-management/about/
- https://www.youtube.com/@perissosprivatewealthmanag3684
Official SEC filing: View on IAPD