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, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates and business entities. The firm manages about $80.6 million on behalf of roughly 169 clients and offers both project-based and ongoing planning alongside portfolio management. PWA constructs portfolios using a strategic asset allocation approach grounded in Modern Portfolio Theory and employs fundamental analysis when selecting funds and issuers. The firm primarily allocates to ETFs, mutual funds and liquid alternative investments, tailors risk exposure through client conversations and planning, and conducts ongoing monitoring with at least annual reviews and semi‑annual or quarterly planning meetings as needed. A distinctive feature is PWA’s publicly available newsletter series, “PWA Insights,” which the firm publishes on its website for clients and the general public as an educational and market commentary resource. The firm is a recently registered adviser (2024) operating with a small team whose supervised persons also serve as registered representatives of a broker‑dealer (Purshe Kaplan Sterling Investments) and hold insurance licenses, and PWA discloses procedures to manage the resulting conflicts of interest.

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.

You can also browse Perennial Wealth Advisors, LLC's office locations.

Name	Location	Years of experience
Kinsey Burrus	Canadian, TX	8
Brock Hedgecoke	Houston, TX	5
Edward Hedgecoke	Amarillo, TX	26

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