PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
Legal name: PERISSOS PRIVATE WEALTH MANAGEMENT
CRD #217514 SEC #801-129994 BETHANY, OK 405-212-9690
SEC Registered
Total AUM
$164.9M
Discretionary
$164.9M
Employees
3
Clients
10
Accounts
554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $164.9M | $164.9M | $0 | 3 | 3 |
| Feb 2025 | $164.9M | $164.9M | $0 | 3 | 3 |
| Dec 2024 | $141.7M | $141.7M | $0 | 3 | 3 |
| Aug 2024 | $141.7M | $141.7M | $0 | 3 | 3 |
| Mar 2024 | $141.7M | $141.7M | $0 | 3 | 3 |
DateMay 2025
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees3
Clients3
DateFeb 2025
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees3
Clients3
DateDec 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees3
Clients3
DateAug 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees3
Clients3
DateMar 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees3
Clients3