Pearl Wealth LLC
● SEC registered since 2021CRD 299508SEC# 801-121119Portland, OR
Reg. AUM
$156.3M
Employees
4
Accounts
337
Location
Portland, OR
Pearl Wealth LLC assets under management
Pearl Wealth LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2021. It reports $156.3 million in regulatory assets under management and employs 4 people.
Pearl Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gretchen Lynne Cole | Member | Under 5% | 2019 |
| Kori Linn Allen Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Pearl Wealth LLC manage?
Pearl Wealth LLC reports $156.3 million in regulatory assets under management on its Form ADV.
How many employees does Pearl Wealth LLC have?
Pearl Wealth LLC reports 4 employees.
Where is Pearl Wealth LLC located?
Pearl Wealth LLC is based in Portland, OR and has been SEC-registered since 2021.
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
| Address | 915 NW 19th Ave Suite F, Portland, OR 97209 |
| Phone | (503) 223-2539 |
| Fax | (503) 477-5216 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.3M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$156.3Mregulatory AUM
Discretionary $149.2MNon-discretionary $7.2M