A complete list of active advisors currently associated with Perla Wealth LLC

Warmer can help you find a great advisor at Perla Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Perla 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
Colin Donahue	Denver, CO	2
Kelly Kyler	Denver, CO	15

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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