← Back to searchVisit website
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
CRD 319408 · SEC 801-123711
4711 GOLF ROAD, SUITE 402, SKOKIE, IL, 60076, United States
Phone
847-983-0123
Fax
800-478-8062
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.9M
Discretionary AUM
$174.5M
Team
4 total employees; 3 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)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $53.4M |
| High net worth individuals | 52 | $122.2M |
| Pension/profit sharing plans | 1 | $3.0M |
| Charitable organizations | 1 | $262K |
States served
IL, MI, TX
All web addresses on file
Official SEC filing: View on IAPD