Pearl Wealth LLC
Pearl Wealth LLC is an SEC-registered wealth manager in Portland, OR with $156.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Pearl Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299508, SEC 801-121119, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $156.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Portland, OR
- Employees
- 4
- Clients
- 116
- CRD
- 299508
- Ownership
- ALLEN, KORI, LINN; COLE, GRETCHEN, LYNNE
How much AUM does Pearl Wealth LLC have?
Pearl Wealth LLC reported $156.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Pearl Wealth LLC?
Disclosed owners and executives of Pearl Wealth LLC include ALLEN, KORI, LINN, COLE, GRETCHEN, LYNNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.