A complete list of active advisors currently associated with Perissos Private Wealth Management

Warmer can help you find a great advisor at Perissos Private Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Perissos Private Wealth Management, 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.