Pereon Wealth LLC
Pereon Wealth LLC is an SEC-registered wealth manager with $180.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pereon Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338908, SEC 801-134827, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $180.6M (2026-03-25)
- Firm type
- Wealth Manager
- Employees
- 7
- Clients
- 132
- CRD
- 338908
- Ownership
- TANNEY, MICHAEL, DAVID; PEREON HOLDINGS LLC
How much AUM does Pereon Wealth LLC have?
Pereon Wealth LLC reported $180.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Pereon Wealth LLC?
Disclosed owners and executives of Pereon Wealth LLC include TANNEY, MICHAEL, DAVID, PEREON HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.