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Building 2PEARL WEALTH LLC

Map pinPORTLAND, OR
Phone(503) 223-2539
NotebookSEC #801-121119
Total AUM
$156.3M
Employees
4
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
915 NW 19TH AVE SUITE F
PORTLAND
OR 97209
United States
Operating Hours
9:00AM - 5:00PM
TUESDAY - FRIDAY
Phone
(503) 223-2539
Other Offices
1

ReceiptFinancials

Total AUM
$156.3M
Accounts
337
Discretionary
$149.2M
Accounts
286
Non-Discretionary
$7.2M
Accounts
51

ContactClients

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Individual Clients
59
AUM
$22.9M
HNW Individual Clients
46
AUM
$131.8M
Charitable Organization Clients
11
AUM
$1.1M
Investment Advisor Clients
1
AUM
$33.6K
Corporation or Business Clients
1
AUM
$512.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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