PEARL WEALTH LLC
CRD #299508 SEC #801-121119 PORTLAND, OR (503) 223-2539
SEC Registered
Total AUM
$149.1M
Discretionary
$139.9M
Employees
4
Clients
10
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $149.1M | $139.9M | $9.2M | 4 | 0 |
| Nov 2024 | $133.7M | $127.9M | $5.8M | 3 | 0 |
| Mar 2024 | $133.7M | $127.9M | $5.8M | 3 | 0 |
| Dec 2023 | $111.4M | $106.7M | $4.7M | 2 | 0 |
| Nov 2023 | $111.4M | $106.7M | $4.7M | 2 | 0 |
| Mar 2023 | $111.4M | $106.7M | $4.7M | 2 | 0 |
| Mar 2022 | $132.3M | $127M | $5.3M | 2 | 0 |
| Apr 2021 | $104.1M | $99.6M | $4.4M | 2 | 91 |
DateMar 2025
Total AUM$149.1M
Discretionary$139.9M
Non-Disc.$9.2M
Employees4
Clients0
DateNov 2024
Total AUM$133.7M
Discretionary$127.9M
Non-Disc.$5.8M
Employees3
Clients0
DateMar 2024
Total AUM$133.7M
Discretionary$127.9M
Non-Disc.$5.8M
Employees3
Clients0
DateDec 2023
Total AUM$111.4M
Discretionary$106.7M
Non-Disc.$4.7M
Employees2
Clients0
DateNov 2023
Total AUM$111.4M
Discretionary$106.7M
Non-Disc.$4.7M
Employees2
Clients0
DateMar 2023
Total AUM$111.4M
Discretionary$106.7M
Non-Disc.$4.7M
Employees2
Clients0
DateMar 2022
Total AUM$132.3M
Discretionary$127M
Non-Disc.$5.3M
Employees2
Clients0
DateApr 2021
Total AUM$104.1M
Discretionary$99.6M
Non-Disc.$4.4M
Employees2
Clients91