Pereon Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$176,067,000
Clients
125
Advisors
1
of 7 employees
About
Pereon Wealth LLC is an SEC-registered investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm also offers retirement plan advisory services (including acting in a 3(38) capacity) and standalone consulting engagements for planning and employee benefits.
The firm typically constructs long-term, diversified portfolios built around low-cost mutual funds and ETFs but may incorporate individual stocks, bonds, options, alternative investments, digital assets, and securitized loans as appropriate for client objectives. Pereon Wealth uses a mix of fundamental, technical, charting analysis and Modern Portfolio Theory, and may implement strategies via independent managers or third‑party access platforms for held‑away accounts.
What distinguishes Pereon Wealth from many peers is its affiliation with Galago Tactical GP LLC and the role that affiliation plays in sponsoring and managing a pooled private vehicle (Galago Tactical LP), including arrangements where affiliates receive performance‑based compensation. The firm also offers less-common services such as lifestyle concierge and employee benefits consulting and facilitates access to alternative investments and securitized/asset‑backed loan arrangements, with policies and disclosures intended to manage the associated conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed engagement fees up to $60,000 for wealth management; up to $15,000 annually for stand-alone investment management; $3,000 to $20,000 for stand-alone financial planning; up to $10,000 for arranging securitized and asset-backed loans.
$0 - $999,999: 1.50% $1,000,000 - $9,999,999: 1.00% $10,000,000 - $19,999,999: 0.85% $20,000,000 - $49,999,999: 0.75% $50,000,000 - $99,999,999: 0.60% $100,000,000 - $149,999,999: 0.50% $150,000,000+: 0.40%
Performance-based compensation earned by affiliates via limited partnerships for qualified clients.
Minimum fee: Minimum annual fee of $5,000, which may be waived or reduced at the sole discretion of the Advisor. Fee-only: Yes, fee-based advisory firm compensated solely by Clients, no commissions on securities transactions.
Main office
New York NY
Advisors at this office
1
Most active in
California · Connecticut · Florida · New Jersey · New York · Pennsylvania · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
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