Perissos Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$143,162,959
Clients
190
Advisors
2
of 2 employees
About
Perissos Private Wealth Management serves individuals (including high-net-worth clients), families, and other registered investment advisers, providing discretionary portfolio management, financial planning, retirement-plan consulting, and portfolio consulting. The firm also offers sub-advisory services to third-party advisers and conducts private placement due diligence for suitable accredited or qualified clients.
The firm tailors advice through discretionary management and model portfolios, monitoring accounts and rebalancing as client circumstances or market conditions change. Its brochure describes the use of multiple analysis methods and a wide range of strategies — including margin borrowing, short sales, option writing and other derivatives, buffer ETFs, and investments in private funds — with tax and reporting coordination for private commitments.
Notable differences from many peers include an explicit role managing other advisers’ client accounts as a sub-adviser and an operational willingness to use borrowing and derivatives within separately managed accounts. The firm’s documented private-fund due diligence process and its practice of accepting Standing Letters of Authorization (in line with the SEC’s 2017 no-action guidance) indicate additional operational complexity and service capabilities beyond typical retail-only advisory offerings.
Client services
Expertise
Fee options
Financial planning fees ranging from $800 to $10,000 for comprehensive or modular planning.
$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
Portfolio consulting services hourly fee $100-$300; financial planning hourly rate $150.
Fee-only: Portfolio consulting services charged hourly at $100-$300 per hour, negotiable; financial planning fees range from $800 to $10,000; hourly rate $150/hr for planning; additional fees for major revisions $150 to $800; retirement plan consulting fees vary between 0.05% to 1.00%.
Main office
4107 N Council Rd Building A2
Bethany OK 73008
Advisors at this office
2
Most active in
Florida · Louisiana · Nebraska · Oklahoma · Texas · Washington
Also doing business as
Biggs Financial · Falcon Financial Of Oklahoma LLC · Perissos Investment Management · Perissos Private Wealth Management · Perissos Private Wealth Management, LLC · Valerian Associates
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.
Quick links
Advisors at this firm
Christi P
CFP®, Series 65
Bethany, OK
Perissos Private Wealth Management
Christi Powell is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Perissos Private Wealth Management since 2023 and previously spent 16 years with Falcon Financial of Oklahoma, LLC. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and portfolio consulting to individuals and families, including high-net-worth clients. The firm also serves other advisers through sub-advisory arrangements and employs a range of strategies including customized and model portfolios, options, margin, and tax-coordinated private fund due diligence.
Brandon V
Series 66
Bethany, OK
Perissos Private Wealth Management
Brandon Vanlandingham is a Series 66-licensed financial advisor with Perissos Private Wealth Management in Bethany, Oklahoma, and has 18 years of industry experience. He has worked with TRAC Advisor Group, Inc. since 2015 and is the author of the book "Investor's Guide to Portfolio Strategy Development." He is also involved with Neurorisk, an email service specializing in distributing risk tolerance questionnaires to clients. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services to individuals, families, and other investment advisers. The firm constructs customized and model portfolios, employs a range of investment strategies including derivatives and margin, and offers private-placement due diligence for qualified investors.
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