PERISSOS PRIVATE WEALTH MANAGEMENT, LLC

PERISSOS PRIVATE WEALTH MANAGEMENT
BETHANY, Oklahoma·1 registered advisor·CRD# 217514
SEC# 801-1299943405-212-9690
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PERISSOS PRIVATE WEALTH MANAGEMENT, LLC

1 registered advisor
Brandon Heath Vanlandingham
BETHANY, Oklahoma
05

Office Locations

BETHANY, Oklahoma
1 advisor

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Data sourced from SEC Form ADV filings. PERISSOS PRIVATE WEALTH MANAGEMENT, LLC (CRD# 217514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.