A complete list of active advisors currently associated with Perennial Wealth Advisors, LLC
Warmer can help you find a great advisor at Perennial Wealth Advisors, LLC or one who fits your needs even better.
Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates and certain business entities, serving both high‑net‑worth and non‑HNW clients. The firm combines standalone planning engagements with comprehensive wealth management that integrates investment oversight and ongoing planning support. The firm manages portfolios using a strategic asset allocation framework grounded in Modern Portfolio Theory, primarily allocating to ETFs, mutual funds and select liquid alternatives, and conducts regular reviews with clients (annual reviews plus semi‑annual or quarterly planning meetings as appropriate). PWA also advises on held‑away assets such as variable annuity/life subaccounts and employer‑sponsored plans, and tailors portfolios to client risk tolerance, time horizon and liquidity needs. Distinctive features include a publicly available, regularly published newsletter series (“PWA Insights”) distributed to clients and the general public for educational market commentary and planning reminders, a practice relatively uncommon among peers. The firm also recommends and conducts due diligence on liquid alternative and privately placed investments for appropriate clients and discloses affiliate relationships (brokerage and insurance activities of certain supervised persons) that it says are managed through firm policies.
To learn more about the advisors currently working at Perennial Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canadian, TX
| 7
| |
Houston, TX
| 5
| |
Amarillo, TX
| 26
|
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