MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
CRD #319408 SEC #801-123711 SKOKIE, IL 847-983-0123
SEC Registered
Total AUM
$161M
Discretionary
$156.7M
Employees
4
Clients
101
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $161M | $156.7M | $4.3M | 4 | 0 |
| Mar 2025 | $161M | $156.7M | $4.3M | 4 | 0 |
| Jul 2024 | $128.6M | $128.6M | $0 | 4 | 0 |
| May 2024 | $128.6M | $128.6M | $0 | 4 | 0 |
| Apr 2024 | $128.6M | $128.6M | $0 | 4 | 0 |
| Mar 2024 | $128.6M | $128.6M | $0 | 4 | 0 |
| Dec 2023 | $122.3M | $120.8M | $1.5M | 3 | 0 |
| Feb 2023 | $122.3M | $120.8M | $1.5M | 3 | 0 |
| Aug 2022 | $120.3M | $113.7M | $6.6M | 3 | 0 |
| May 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$161M
Discretionary$156.7M
Non-Disc.$4.3M
Employees4
Clients0
DateMar 2025
Total AUM$161M
Discretionary$156.7M
Non-Disc.$4.3M
Employees4
Clients0
DateJul 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$122.3M
Discretionary$120.8M
Non-Disc.$1.5M
Employees3
Clients0
DateFeb 2023
Total AUM$122.3M
Discretionary$120.8M
Non-Disc.$1.5M
Employees3
Clients0
DateAug 2022
Total AUM$120.3M
Discretionary$113.7M
Non-Disc.$6.6M
Employees3
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0