Mirretti Perryman Wealth Strategies, LLC
● SEC registered since 2022CRD 319408SEC# 801-123711Skokie, IL
Reg. AUM
$178.9M
Employees
4
Accounts
178
Location
Skokie, IL
Mirretti Perryman Wealth Strategies, LLC assets under management
Mirretti Perryman Wealth Strategies, LLC is an SEC-registered investment adviser based in Skokie, IL. The firm has been registered since 2022. It reports $178.9 million in regulatory assets under management and employs 4 people.
Mirretti Perryman Wealth Strategies, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bronwyn Noreen Mirretti Control | Chief Executive Officer & Chief Compliance Officer | Under 5% | 2022 |
| Dominic Stephen Mirretti Control | Managing Partner | 50-75% | 2017 |
| Timothy Christian Perryman Control | Managing Partner | 50-75% | 2017 |
Frequently asked questions
How much does Mirretti Perryman Wealth Strategies, LLC manage?
Mirretti Perryman Wealth Strategies, LLC reports $178.9 million in regulatory assets under management on its Form ADV.
How many employees does Mirretti Perryman Wealth Strategies, LLC have?
Mirretti Perryman Wealth Strategies, LLC reports 4 employees.
Where is Mirretti Perryman Wealth Strategies, LLC located?
Mirretti Perryman Wealth Strategies, LLC is based in Skokie, IL and has been SEC-registered since 2022.
Does Mirretti Perryman Wealth Strategies, LLC disclose fund performance?
Mirretti Perryman Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4711 Golf Road, Suite 402, Skokie, IL 60076 |
| Phone | 847-983-0123 |
| Fax | 800-478-8062 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.9M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$178.9Mregulatory AUM
Discretionary $174.5MNon-discretionary $4.4M