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Mirretti Perryman Wealth Strategies, LLC

● SEC registered since 2022CRD 319408SEC# 801-123711Skokie, IL
Export (members)
Reg. AUM
$161M
Employees
4
Accounts
645
Location
Skokie, IL

Mirretti Perryman Wealth Strategies, LLC assets under management

Mirretti Perryman Wealth Strategies, LLC is an SEC-registered investment adviser based in Skokie, IL. The firm has been registered since 2022. It reports $161 million in regulatory assets under management and employs 4 people.

Mirretti Perryman Wealth Strategies, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bronwyn Noreen Mirretti ControlChief Executive Officer & Chief Compliance OfficerUnder 5%2022
Dominic Stephen Mirretti ControlManaging Partner50-75%2017
Timothy Christian Perryman ControlManaging Partner50-75%2017

Frequently asked questions

How much does Mirretti Perryman Wealth Strategies, LLC manage?

Mirretti Perryman Wealth Strategies, LLC reports $161 million in regulatory assets under management on its Form ADV.

How many employees does Mirretti Perryman Wealth Strategies, LLC have?

Mirretti Perryman Wealth Strategies, LLC reports 4 employees.

Where is Mirretti Perryman Wealth Strategies, LLC located?

Mirretti Perryman Wealth Strategies, LLC is based in Skokie, IL and has been SEC-registered since 2022.

Does Mirretti Perryman Wealth Strategies, LLC disclose fund performance?

Mirretti Perryman Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4711 W Golf Road, Suite 402, Skokie, IL 60076
Phone847-983-0123
Fax800-478-8062
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.7M
Non-discretionary$4.3M
Total (RAUM)$161M