Persium Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $584M in regulatory assets under management, 13 employees, 1 office, and 484 accounts.
Assets Under Management
$584M
Employees
13
Offices
1 office
Total Clients
177
Primary office
ATLANTA, GA
2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA, United States
Top client segmentIndividuals represent 45.8% of total clients.
Top client categories% of clientsClients
1
Individuals
45.8%
81
2
HNWI
43.5%
77
3
Pension Plans
7.3%
13
4
Corporations
2.8%
5
5
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$584Mas of March 31, 2026
Discretionary100.0%
$584M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$584M
Total Accounts484
10Y AUM Change+$496M (+566.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee14:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.