Mirretti Perryman Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Skokie, IL. Its latest Form ADV filing, dated March 27, 2026, reports $179M in regulatory assets under management, 4 employees, 2 offices, and 178 accounts.
Assets Under Management
$179M
Employees
4
Offices
2 offices
Total Clients
178
Primary office
SKOKIE, IL
4711 GOLF ROAD, SUITE 402, SKOKIE, IL, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
124
2
HNWI
29.2%
52
3
Pension Plans
0.6%
1
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of March 27, 2026
Discretionary97.6%
$175M
98% of total RAUM97.6%
Non-discretionary2.4%
$4M
2% of total RAUM2.4%
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.
Total AUM$179M
Total Accounts178
10Y AUM Change+$179M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
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.