Perissos Private Wealth Management
Perissos Private Wealth Management is an SEC-registered mass-market adviser in Bethany, OK with $167.1M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Perissos Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 217514, SEC 801-129994, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $167.1M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Bethany, OK
- Employees
- 2
- Clients
- 192
- CRD
- 217514
- Ownership
- VANLANDINGHAM, BRANDON, HEATH
How much AUM does Perissos Private Wealth Management have?
Perissos Private Wealth Management reported $167.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Perissos Private Wealth Management?
Disclosed owners and executives of Perissos Private Wealth Management include VANLANDINGHAM, BRANDON, HEATH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.