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Building 2PEREON WEALTH LLC

Map pin
Phone212-606-2323
NotebookSEC #801-134827
Total AUM
$180.6M
Employees
7
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
212-606-2323

ReceiptFinancials

Total AUM
$180.6M
Accounts
571
Discretionary
$180.6M
Accounts
571
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$40M
HNW Individual Clients
75
AUM
$136.1M
Pension/Profit Sharing Plan Clients
7
AUM
$2M
Charitable Organization Clients
1
AUM
$4.5K
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYPATXUT

HandshakeAffiliates

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

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