PEARL WEALTH LLC

PORTLAND, Oregon·2 registered advisors·CRD# 299508
SEC# 801-1211191(503) 223-2539
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PEARL WEALTH LLC

2 registered advisors
Gretchen Lynne Cole
PORTLAND, Oregon
Kori Linn Allen
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. PEARL WEALTH LLC (CRD# 299508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.