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PEARL WEALTH LLC
CRD 299508 · SEC 801-121119
915 NW 19TH AVE SUITE F, PORTLAND, OR, 97209, United States
Phone
(503) 223-2539
Fax
(503) 477-5216
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.3M
Discretionary AUM
$149.2M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $22.9M |
| High net worth individuals | 46 | $131.8M |
| Charitable organizations | 11 | $1.1M |
States served
CA, OR, WA
All web addresses on file
Official SEC filing: View on IAPD