Michael David Tanney
Chief Executive Officer And Chief Compliance OfficerPereon Wealth LLCCRD 5124163
About Michael David Tanney
Michael David Tanney is listed as Chief Executive Officer And Chief Compliance Officer at Pereon Wealth LLC. Form ADV reports a beneficial ownership band of Under 5%. Michael David Tanney is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Pereon Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael David Tanney work?
Michael David Tanney is listed as Chief Executive Officer And Chief Compliance Officer at Pereon Wealth LLC on SEC Form ADV.
How much of Pereon Wealth LLC does Michael David Tanney own?
Form ADV reports a beneficial ownership band of Under 5%.
Pereon Wealth LLC
| Title | Chief Executive Officer And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Pereon Wealth LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |