Perceptive Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Perceptive Wealth Advisors LLC is a small, independent advisory firm serving individual and high‑net‑worth clients, managing roughly $10.4 million in discretionary assets across a limited client base of 18 relationships. The firm provides portfolio management along with a range of financial planning services, including comprehensive ongoing planning, project-based one-time plans, and need‑based hourly engagements tailored to client goals.
The firm primarily practices passive investment management—constructing portfolios using index mutual funds and ETFs to manage correlation, risk, and tax efficiency—while also employing fundamental, technical, and charting analysis and referring to outside managers when appropriate. Accounts are managed on a discretionary basis according to individualized investment policy statements and are reviewed periodically for alignment with client objectives.
Distinctive features include a regular program of educational seminars and speaking engagements offered to organizations and the public (with some presentations provided pro‑bono), and a principal who holds both CFA and CFP credentials as highlighted in the brochure. The firm also emphasizes coordination with clients’ other advisers (attorneys, tax and accounting professionals) and the ability, at the firm’s discretion, to transition clients among one‑time, hourly, and ongoing planning arrangements.
Client services
Expertise
Fee options
One-Time Financial Planning fixed fees from $1,000 to $10,000 depending on complexity and scope
$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Hourly rate up to $500 per hour for Need-Based Hourly Planning
Comprehensive Financial Planning ongoing annual fees range from $2,100 to $9,000 payable monthly or quarterly
Minimum fee: Minimum annual fee ranges from $2,100 to $9,000 for Comprehensive Financial Planning ongoing fees Fee-only: Comprehensive Financial Planning and Need-Based Hourly Planning services offered on fee-only basis with fees ranging from $1,000 to $10,000 for One-Time Planning and up to $500/hour for Hourly Planning
Main office
5444 Westheimer, Suite 1000
Houston TX 77056
Advisors at this office
1
Most active in
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.
Forms ADV
Quick links
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