Perissos Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethany, OK. Its latest Form ADV filing, dated March 20, 2026, reports $167M in regulatory assets under management, 2 employees, 2 offices, and 550 accounts.
Assets Under Management
$167M
Employees
2
Offices
2 offices
Total Clients
264
Primary office
BETHANY, OK
4107 N COUNCIL RD BUILDING A2, BETHANY, OK, United States
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
152
2
Other Advisers
27.3%
72
3
HNWI
14.4%
38
4
Corporations
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 20, 2026
Discretionary100.0%
$167M
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.
Total AUM$167M
Total Accounts550
10Y AUM Change+$25M (+17.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee132:1
10Y Employee Change-1 (-33.3%)
* 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.