Pearl Wealth LLC
● SEC registered since 2026CRD 296811SEC# 801-136341
Reg. AUM
$129.9M
Employees
2
Accounts
102
Location
—
Pearl Wealth LLC assets under management
Pearl Wealth LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $129.9 million in regulatory assets under management and employs 2 people.
Pearl Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Herz Huttner Control | President And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Pearl Wealth LLC manage?
Pearl Wealth LLC reports $129.9 million in regulatory assets under management on its Form ADV.
How many employees does Pearl Wealth LLC have?
Pearl Wealth LLC reports 2 employees.
Does Pearl Wealth LLC disclose fund performance?
Pearl Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 303-250-0036 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.9MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$129.9Mregulatory AUM
Discretionary $129.9M