Mirretti Perryman Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$175,622,188
Clients
176
Advisors
3
of 4 employees
About
Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning and consulting, and retirement‑plan participant account services to individuals (including high‑net‑worth clients), trusts, retirement plans, and other entities. The firm also offers family‑office services and may allocate all or a portion of client assets to third‑party sub‑advisers.
MPWS builds customized, risk‑based and tax‑aware model portfolios — including multi‑sleeve model approaches — and uses methods such as modern portfolio theory, quantitative optimization, factor and fundamental analysis to monitor and rebalance client accounts. The firm supplements its in‑house advice with third‑party managers and uses a third‑party platform (Pontera) to manage held‑away defined‑contribution plan participant accounts while avoiding direct custody.
Notably, MPWS operates as a wrap fee program sponsor and delivers portfolio management exclusively through a wrap arrangement that bundles advisory and execution services, a practice the firm highlights in its disclosure materials. The brochure also notes commission‑based brokerage accounts as a potential rollover alternative for clients, and MPWS provides complimentary basic financial planning for certain advisory clients and includes investment management in negotiated family‑office engagements, distinguishing its service mix among small, recently established advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning services typically range from $1,500 to $5,000.
Financial planning services billed at $300 per hour.
Account minimum: $500,000 Fee-only: Financial planning fees billed at $300 per hour or fixed fees typically ranging from $1,500 to $5,000, negotiable.
Main office
4711 W Golf Road, Suite 402
Skokie IL 60076
Advisors at this office
3
Most active in
Illinois · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bronwyn M
CFP®, Series 63, Series 66
Skokie, IL
Mirretti Perryman Wealth Strategies, LLC
Bronwyn Mirretti is a CFP® professional with 25 years of industry experience, currently serving at Mirretti Perryman Wealth Strategies, LLC. She has worked with the firm and its predecessors since 2016 and is also an independent insurance agent. Bronwyn serves as a school board member, a role she has held since 2018. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm builds customized, risk-based, and tax-aware portfolios using modern portfolio theory and quantitative methods, supplementing in-house advice with third-party managers and operating as a wrap fee program sponsor.
Timothy P
CFP®, Series 63, Series 66
Skokie, IL
Mirretti Perryman Wealth Strategies, LLC
Timothy Perryman is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Mirretti Perryman Wealth Strategies, LLC and has prior experience at Pinnacle Insurance and Financial Services, LLC. In addition to his advisory role, he works as an independent insurance agent. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, and retirement plans, utilizing risk-based and tax-aware model portfolios alongside third-party sub-advisers.
Dominic M
Series 63, Series 66
Skokie, IL
Mirretti Perryman Wealth Strategies, LLC
Dominic Mirretti is a financial advisor at Mirretti Perryman Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mirretti Perryman Wealth Strategies since 2016. Outside of his advisory role, he coaches youth hockey for the Evanston Youth Hockey Association. Mirretti Perryman Wealth Strategies provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm utilizes risk-based and tax-aware model portfolios and incorporates third-party sub-advisers and platforms to manage client accounts through wrap fee arrangements.
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