Pereon Wealth LLC
● SEC registered since 2025CRD 338908SEC# 801-134827
Reg. AUM
$180.6M
Employees
7
Accounts
571
Location
—
Pereon Wealth LLC assets under management
Pereon Wealth LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $180.6 million in regulatory assets under management and employs 7 people.
Pereon Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael David Tanney Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2025 |
| Pereon Holdings LLC Control | Owner | Over 75% | 2025 |
| Michael David Tanney Control | Managing Member | Over 75% | 2025 |
Frequently asked questions
How much does Pereon Wealth LLC manage?
Pereon Wealth LLC reports $180.6 million in regulatory assets under management on its Form ADV.
How many employees does Pereon Wealth LLC have?
Pereon Wealth LLC reports 7 employees.
Does Pereon Wealth LLC disclose fund performance?
Pereon Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 212-606-2323 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$180.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$180.6Mregulatory AUM
Discretionary $180.6M