A complete list of active advisors currently associated with Persium Advisors, LLC

Warmer can help you find a great advisor at Persium Advisors, LLC or one who fits your needs even better.

Persium Advisors serves retirement plan committees and individual and high‑net‑worth investors, offering three tiers of retirement‑plan services (Simplified ERISA 3(21), Full Service ERISA 3(21), and ERISA 3(38)), in addition to direct investment management, investment consulting, and standalone financial planning. As of December 31, 2025 the firm reported approximately $583.6 million in discretionary assets under management and provides consulting advice for roughly $955.2 million in pension and investment consulting assets. The firm’s investment process relies on fundamental analysis and may use model portfolios; Persium generally acts as a fiduciary, exercises investment discretion where authorized, and conducts periodic reviews of performance and manager compliance. For plan sponsors it documents investment policy statements, assists with plan design, vendor searches and governance, and provides quarterly reporting and performance measurement while attending or conducting meetings as required. Notable features include affiliated capabilities for co‑trustee services and business exit planning through related entities, with operational independence and an annual surprise examination disclosed for custody situations. Persium also provides committee education and participant‑focused programs (e.g., seminars or workshops) and emphasizes the selection and ongoing monitoring of unaffiliated third‑party advisers — arrangements and consulting scale that are less common among similarly sized team firms.

To learn more about the advisors currently working at Persium Advisors, 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.