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Michael David Tanney

Chief Executive Officer And Chief Compliance OfficerPereon Wealth LLCCRD 5124163

About Michael David Tanney

Michael David Tanney is listed as Chief Executive Officer And Chief Compliance Officer at Pereon Wealth LLC. Form ADV reports a beneficial ownership band of Under 5%. Michael David Tanney is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Pereon Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael David Tanney work?

Michael David Tanney is listed as Chief Executive Officer And Chief Compliance Officer at Pereon Wealth LLC on SEC Form ADV.

How much of Pereon Wealth LLC does Michael David Tanney own?

Form ADV reports a beneficial ownership band of Under 5%.

Pereon Wealth LLC

TitleChief Executive Officer And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025

Pereon Wealth LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2025