Pearl Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 27, 2026, reports $156M in regulatory assets under management, 4 employees, 1 office, and 337 accounts.
Assets Under Management
$156M
Employees
4
Offices
1 office
Total Clients
116
Primary office
PORTLAND, OR
915 NW 19TH AVE SUITE F, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.9% of total clients.
Top client categories% of clientsClients
1
Individuals
50.9%
59
2
HNWI
39.7%
46
3
Charitable
9.5%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 27, 2026
Discretionary95.4%
$149M
95% of total RAUM95.4%
Non-discretionary4.6%
$7M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$156M
Total Accounts337
10Y AUM Change+$52M (+50.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change+2 (+100.0%)
* 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.