Persium Advisors, LLC
Persium Advisors, LLC is an SEC-registered wealth manager in Atlanta, GA with $583.6M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Persium Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128335, SEC 801-71127, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $583.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 13
- Clients
- 177
- CRD
- 128335
- Ownership
- OTTO, ALBERT, JOHN; UNGASHICK, PATRICK, ANDREW; MELDE, DENNIS, CARL; UNGASHICK, THOMAS, WILLIAM; GRINER, STEPHEN, LYLE
How much AUM does Persium Advisors, LLC have?
Persium Advisors, LLC reported $583.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Persium Advisors, LLC?
Disclosed owners and executives of Persium Advisors, LLC include OTTO, ALBERT, JOHN, UNGASHICK, PATRICK, ANDREW, MELDE, DENNIS, CARL, UNGASHICK, THOMAS, WILLIAM, GRINER, STEPHEN, LYLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.