A complete list of active advisors currently associated with Pereon Wealth LLC
Warmer can help you find a great advisor at Pereon Wealth LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Pereon Wealth 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 |
|---|---|---|
New York, NY
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")