AdvisorCensus / Financial advisors / Oklahoma / Oklahoma City / Perissos Private Wealth Management
Perissos Private Wealth Management
Filed as PERISSOS PRIVATE WEALTH MANAGEMENT · Legal name Perissos Private Wealth Management, LLC
Perissos Private Wealth Management is an SEC-registered investment advisory firm in Bethany, OK, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.
Quick answers
From the filingHow is Perissos Private Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Perissos Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Perissos Private Wealth Management charge?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $500,000: 2% a year; $500,001 to $1,000,000: 1.75% a year; $1,000,001 to $1,500,000: 1.5% a year; $1,500,001 to $2,000,000: 1.25% a year; Above $2,000,001: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Perissos Private Wealth Management located?
Perissos Private Wealth Management's principal office is in Bethany, OK, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Perissos Private Wealth Management registered with the SEC or a state?
Perissos Private Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 217514.
How much does Perissos Private Wealth Management manage?
Perissos Private Wealth Management reports $167,076,989 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).
How have Perissos Private Wealth Management's assets and staff changed since 2024?
In the Form ADV data for Perissos Private Wealth Management: Regulatory assets under management: $141,653,826 in the October 2024 data and $167,076,989 in the October 2026 data, up 18%. Total employees: 3 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Perissos Private Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); other investment advisers (72); high net worth individuals (38).
Which custodians does Perissos Private Wealth Management use?
Perissos Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Perissos Private Wealth Management 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/217514
What changed in Perissos Private Wealth Management's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in WA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 2% |
| $500,001 to $1,000,000 | 1.75% |
| $1,000,001 to $1,500,000 | 1.5% |
| $1,500,001 to $2,000,000 | 1.25% |
| Above $2,000,001 | 1% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule: Annual Fee Schedule* Assets Under Management Annual Fee $0-$500,000 2.0% $500,001-$1,000,000 1.75% $1,000,001-$1,500,000 1.50% $1,500,001-$2,000,000 1.25% $2,000,001 and above 1.00%
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$167,076,989 as of October 2026, filing dated June 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Perissos Private Wealth Management, LLC
- Also doing business as
- FALCON FINANCIAL OF OKLAHOMA LLC, PERISSOS INVESTMENT MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the July 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $167,076,989 | 2 | June 2, 2026 |
| October 2025 | $164,879,652 | 3 | May 20, 2025 |
| October 2024 | $141,653,826 | 3 | August 23, 2024 |
Regulatory assets under management: $141,653,826 in the October 2024 data and $167,076,989 in the October 2026 data, up 18%.
Total employees: 3 in October 2024 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in WA.
- April 2026
- No longer lists the business name Biggs Financial.
- Employees performing advisory functions went from 3 to 2.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Perissos Private Wealth Management (CRD 217514): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514