# Papamarkou Wellner Perkin Advisors

> Papamarkou Wellner Perkin Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 131796
- Filed as: PAPAMARKOU WELLNER PERKIN ADVISORS
- Legal name: Papamarkou Wellner Asset Management, Inc.
- Also doing business as: PAPAMARKOU WELLNER PERKIN, PAPAMARKOU WELLNER PERKIN ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131796
- AdvisorCensus page: https://advisorcensus.com/firm/papamarkou-wellner-perkin-advisors-new-york-ny-131796

## Quick answers

**How is Papamarkou Wellner Perkin Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Papamarkou Wellner Perkin Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Papamarkou Wellner Perkin Advisors located?**
Papamarkou Wellner Perkin Advisors' principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Papamarkou Wellner Perkin Advisors registered with the SEC or a state?**
Papamarkou Wellner Perkin Advisors is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131796.

**How much does Papamarkou Wellner Perkin Advisors manage?**
Papamarkou Wellner Perkin Advisors reports $357,509,070 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (69% discretionary).

**How have Papamarkou Wellner Perkin Advisors' assets and staff changed since 2021?**
In the Form ADV data for Papamarkou Wellner Perkin Advisors: Regulatory assets under management: $347,069,121 in the October 2021 data and $357,509,070 in the October 2026 data, up 3%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Papamarkou Wellner Perkin Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (96); corporations or other businesses not listed above (11); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Papamarkou Wellner Perkin Advisors use?**
Papamarkou Wellner Perkin Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC and Wilmington Trust as custodians holding 10% or more of its separately managed account assets.

**Does Papamarkou Wellner Perkin Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC
- Wilmington Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $357,509,070
- Discretionary: $245,285,611
- Non-discretionary: $112,223,459

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 96 | $322,160,337 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $14,193,762 |
| Charitable organizations | 1 | $3,023,945 |
| Corporations or other businesses not listed above | 11 | $18,131,026 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, MA, MD, NJ, NV, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- papamarkou.com
- LinkedIn @papamarkou-wellner-perkin

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $347,069,121 | 10 | March 31, 2021 |
| October 2022 | $408,332,045 | 10 | September 30, 2022 |
| October 2023 | $291,893,059 | 10 | May 16, 2023 |
| October 2024 | $332,447,131 | 10 | August 30, 2024 |
| October 2025 | $357,020,170 | 11 | July 16, 2025 |
| October 2026 | $357,509,070 | 11 | March 31, 2026 |

Regulatory assets under management: $347,069,121 in the October 2021 data and $357,509,070 in the October 2026 data, up 3%.
Total employees: 10 in October 2021 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Papamarkou Wellner Perkin Advisors (CRD 131796): Form ADV filing data as of October 2026.