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Brandon Heath Vanlandingham

PERISSOS PRIVATE WEALTH MANAGEMENT, LLC·BETHANY, Oklahoma
Clean recordPERISSOS PRIVATE WEALTH MANAGEMENT, LLC
4107 N COUNCIL RD BUILDING A2, BETHANY, OK 73008CRD# 5085574Firm CRD# 217514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Heath Vanlandingham · BETHANY, OK
Registration
CRD #5085574 · PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon Heath Vanlandingham is a registered financial advisor based in BETHANY, Oklahoma, affiliated with PERISSOS PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
PERISSOS PRIVATE WEALTH MANAGEMENT
AUM
$142M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PERISSOS PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5085574
Firm CRD# 217514
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Heath Vanlandingham offer?
Brandon Heath Vanlandingham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHANY, Oklahoma for a consultation.
What are Brandon Heath Vanlandingham's credentials?
Brandon Heath Vanlandingham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Heath Vanlandingham located?
Brandon Heath Vanlandingham is based in BETHANY, Oklahoma, working with PERISSOS PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BETHANY metropolitan area and surrounding communities.
How does Brandon Heath Vanlandingham charge for services?
Brandon Heath Vanlandingham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERISSOS PRIVATE WEALTH MANAGEMENT, LLC?
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)PONCA CITY (4)CLINTON (3)GROVE (2)NORMAN (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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