Papamarkou Wellner Perkin Advisors
Papamarkou Wellner Perkin Advisors is an SEC-registered wealth manager in New York, NY with $357.5M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Papamarkou Wellner Perkin Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131796, SEC 801-63317, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $357.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 11
- Clients
- 109
- CRD
- 131796
- Ownership
- WELLNER, KARL, GERT; JAHARIS, MICHAEL; DANIELS, SCOTT, DAVID; GEORGES, JOHN, A; JEWELL, LISA, PAPAMARKOU
How much AUM does Papamarkou Wellner Perkin Advisors have?
Papamarkou Wellner Perkin Advisors reported $357.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Papamarkou Wellner Perkin Advisors?
Disclosed owners and executives of Papamarkou Wellner Perkin Advisors include WELLNER, KARL, GERT, JAHARIS, MICHAEL, DANIELS, SCOTT, DAVID, GEORGES, JOHN, A, JEWELL, LISA, PAPAMARKOU. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.