Perla Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Perla Wealth LLC is a newly registered, two‑advisor investment management firm that reports no assets under management at the time of its ADV filing. The firm provides discretionary portfolio management, separate financial planning engagements, retirement plan consulting for employers, and estate‑planning document services delivered in part through the Wealth.com platform; like most supported firms it charges percentage‑of‑AUM advisory fees for portfolio management.
The firm manages client accounts using proprietary investment models and a mix of fundamental, technical, quantitative and economic analysis, tailoring allocations to each client’s risk tolerance, time horizon, tax considerations and any written restrictions, and rebalances accounts on a quarterly, semiannual, or annual basis. Financial planning and retirement consulting are offered under separate agreements, and the firm may refer or work with third‑party subadvisors for certain plan sponsor services (it does not act as a 3(21) plan sponsor directly).
Perla Wealth’s brochure discloses two comparatively uncommon affiliations for a supported firm: ownership ties to an insurance agency (Perla Insurance Agency LLC) and to an affiliated tax services entity (JTH CPA LLC d/b/a Hansen CPA), and it notes that principals receive insurance commissions and tax‑service compensation, which the firm addresses through written policies and disclosures. The firm also emphasizes a technology‑enabled service model — including Wealth.com for estate documents and third‑party client/CRM software that uses artificial intelligence components — and remains in an early stage of operations with no client assets reported.
Client services
Expertise
Fee options
Estate planning document creation services through Wealth.com charged as a negotiated flat fee.
$0 - $100,000: 1.55% $100,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001+: 0.50%
Commissions from insurance products sold by licensed insurance agents affiliated with the firm.
Fee-only: Fixed financial planning fees range from $0 to $25,000; estate planning document creation via Wealth.com is a negotiated flat fee.
Main office
724 S Pearl St
Denver CO 80209
Advisors at this office
2
Most active in
Colorado
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
Colin D
Series 63, Series 65
Denver, CO
Perla Wealth LLC
Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and at PFM Asset Management from 2016 to 2019. Outside of finance, he was involved with Sexy Pizza from 2023 to 2024. Perla Wealth LLC is a two-advisor investment management firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services primarily through the Wealth.com platform. The firm uses proprietary investment models combining fundamental, technical, quantitative, and economic analysis tailored to client needs and integrates technology tools including AI-enhanced CRM software in its service approach.
Kelly K
Series 66
Denver, CO
Perla Wealth LLC
Kelly Kyler is a financial advisor at Perla Wealth LLC with 15 years of industry experience and a Series 66 credential. Prior to joining Perla Wealth in 2026, Kyler worked at Arx Advisors, Daniel Day, David Loven, Northwestern Mutual Wealth Management Company, Glen Babcock, and Northwestern Mutual Investment Services LLC. Kyler also serves as Chief Compliance Officer and Chief Operating Officer at ARX ADVISORS, providing investment advice and managing the firm. Perla Wealth LLC is a two-advisor investment management firm that offers discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm utilizes proprietary investment models combining fundamental, technical, quantitative, and economic analysis, tailoring solutions to clients’ specific needs while leveraging technology platforms including Wealth.com.
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