Perissos Private Wealth Management, LLC
● SEC registered since 2024CRD 217514SEC# 801-129994Bethany, OK
Reg. AUM
$167.1M
Employees
2
Accounts
550
Location
Bethany, OK
Perissos Private Wealth Management, LLC assets under management
Perissos Private Wealth Management, LLC operates as an SEC-registered investment adviser based in Bethany, OK. The firm has been registered since 2024. It reports $167.1 million in regulatory assets under management and employs 2 people.
Perissos Private Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Heath Vanlandingham Control | Managing Member/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Perissos Private Wealth Management, LLC manage?
Perissos Private Wealth Management, LLC reports $167.1 million in regulatory assets under management on its Form ADV.
How many employees does Perissos Private Wealth Management, LLC have?
Perissos Private Wealth Management, LLC reports 2 employees.
Where is Perissos Private Wealth Management, LLC located?
Perissos Private Wealth Management, LLC is based in Bethany, OK and has been SEC-registered since 2024.
Does Perissos Private Wealth Management, LLC disclose fund performance?
Perissos Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4107 N Council Rd Building A2, Bethany, OK 73008 |
| Phone | 405-212-9690 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167.1M▲ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$167.1Mregulatory AUM
Discretionary $167.1M