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Perissos Private Wealth Management, LLC

● SEC registered since 2024CRD 217514SEC# 801-129994Bethany, OK
Export (members)
Reg. AUM
$164.9M
Employees
3
Accounts
554
Location
Bethany, OK

Perissos Private Wealth Management, LLC assets under management

Perissos Private Wealth Management, LLC operates as an SEC-registered investment adviser based in Bethany, OK. The firm has been registered since 2024. It reports $164.9 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/brandon-vanlandingham?cfa-cmt-2b3436b8View on SEC.gov ↗

Perissos Private Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brandon Heath Vanlandingham ControlManaging Member/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Perissos Private Wealth Management, LLC manage?

Perissos Private Wealth Management, LLC reports $164.9 million in regulatory assets under management on its Form ADV.

How many employees does Perissos Private Wealth Management, LLC have?

Perissos Private Wealth Management, LLC reports 3 employees.

Where is Perissos Private Wealth Management, LLC located?

Perissos Private Wealth Management, LLC is based in Bethany, OK and has been SEC-registered since 2024.

Does Perissos Private Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address4107 N Council Rd Building A2, Bethany, OK 73008
Phone405-212-9690
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$164.9M
Non-discretionary$0
Total (RAUM)$164.9M