← Back to searchVisit website
PERENNIAL WEALTH ADVISORS, LLC
CRD 329913
123 N 3RD ST., CANADIAN, TX, 79014, United States
Phone
(806) 323-4046
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.6M
Discretionary AUM
$80.6M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $41.5M |
| High net worth individuals | 20 | $38.0M |
| Corporations/business entities | 3 | $987K |
All web addresses on file
Official SEC filing: View on IAPD