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Pearl Wealth LLC

● SEC registered since 2021CRD 299508SEC# 801-121119Portland, OR
Export (members)
Reg. AUM
$149.1M
Employees
4
Accounts
338
Location
Portland, OR

Pearl Wealth LLC assets under management

Pearl Wealth LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2021. It reports $149.1 million in regulatory assets under management and employs 4 people.
pearlwealthllc.comView on SEC.gov ↗

Pearl Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Gretchen Lynne ColeMemberUnder 5%2019
Kori Linn Allen ControlManaging Member/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Pearl Wealth LLC manage?

Pearl Wealth LLC reports $149.1 million in regulatory assets under management on its Form ADV.

How many employees does Pearl Wealth LLC have?

Pearl Wealth LLC reports 4 employees.

Where is Pearl Wealth LLC located?

Pearl Wealth LLC is based in Portland, OR and has been SEC-registered since 2021.

Does Pearl Wealth LLC disclose fund performance?

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

Contact & registration

Address915 NW 19th Ave Suite F, Portland, OR 97209
Phone(503) 223-2539
Fax(503) 477-5216
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.9M
Non-discretionary$9.2M
Total (RAUM)$149.1M