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PEARL WEALTH GROUP
PEARL WEALTH GROUP, LLC
CRD 326283 · SEC 801-135321
Corporate platformLLC
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$102.9M
Discretionary AUM
$102.7M
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
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $67.7M |
| High net worth individuals | 23 | $35.2M |
States served
CA, GA, MI, NJ, NY, NC, OH, PA, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD