# Pereon Wealth LLC

> Pereon Wealth LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 338908
- Filed as: PEREON WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338908
- AdvisorCensus page: https://advisorcensus.com/firm/pereon-wealth-llc-338908

## Quick answers

**How is Pereon Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pereon Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Pereon Wealth LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $3,000 to $20,000 (financial planning services as a stand-alone service); Flat fee: up to $60,000 (wealth management services); Flat fee: up to $15,000 a year (stand-alone investment management services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Pereon Wealth LLC registered with the SEC or a state?**
Pereon Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338908.

**How much does Pereon Wealth LLC manage?**
Pereon Wealth LLC reports $180,571,500 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Pereon Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (50); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Pereon Wealth LLC 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/338908

**What changed in Pereon Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $180,571,500.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Minimum annual fee: $5,000

> All Clients will be charged a minimum annual fee of $5,000, which may be waived or reduced at the sole discretion of the Advisor.

- Flat fee: $3,000 to $20,000 (financial planning services as a stand-alone service)

> The Advisor also offers financial planning services as a stand-alone service for a fixed engagement fee ranging from $3,000 to $20,000 per engagement.

- Flat fee: up to $60,000 (wealth management services)

> Fixed engagement fees are paid quarterly in advance or arrears, and range up to $60,000 based on several factors, including: the scope and complexity of the services to be provided;

- Flat fee: up to $15,000 a year (stand-alone investment management services)

> The Advisor also offers stand-alone investment management services to accounts managed through third-party platforms, which are paid in advance of each month ... charged a fixed engagement fee ... ranging up to $15,000 annually

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $180,571,500
- Discretionary: $180,571,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $40,000,000 |
| High net worth individuals | 75 | $136,067,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $2,000,000 |
| Charitable organizations | Fewer than 5 | $4,500 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- 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)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NJ, NY, PA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pereonwealth.com
- Facebook @Pereon-Wealth
- Instagram @pereonwealth
- LinkedIn @pereon-wealth
- X @PereonWealth

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $180,571,500.

### February 2026
- Registered or notice-filed in CA, CT, FL, NJ, PA, TX, UT.

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pereon Wealth LLC (CRD 338908): Form ADV filing data as of October 2026.