{
  "crd_number": 217514,
  "slug": "perissos-private-wealth-management-bethany-ok-217514",
  "primary_business_name": "PERISSOS PRIVATE WEALTH MANAGEMENT",
  "legal_name": "PERISSOS PRIVATE WEALTH MANAGEMENT, LLC",
  "dbas": [
    "FALCON FINANCIAL OF OKLAHOMA LLC",
    "PERISSOS INVESTMENT MANAGEMENT"
  ],
  "city": "Bethany",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-23",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 167076989.0,
  "raum_discretionary": 167076989.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 60122324.0,
      "count": 152
    },
    "other_investment_advisers": {
      "raum": 22209282.0,
      "count": 72
    },
    "high_net_worth_individuals": {
      "raum": 83040635.0,
      "count": 38
    },
    "corporations_other_businesses": {
      "raum": 1704748.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NE",
    "OK",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/perissosprivatewealth",
    "https://falconfinancialok.com",
    "https://linkedin.com/company/perissos-private-wealth-management/about",
    "https://linkedin.com/in/brandon-vanlandingham?cfa-cmt-2b3436b8%2F=",
    "https://perissosprivatewealth.com",
    "https://youtube.com/@perissosprivatewealthmanag3684"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/217514",
  "city_as_filed": "BETHANY",
  "url": "https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514",
  "display_name": "Perissos Private Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Perissos Private Wealth Management (CRD 217514): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Perissos Private Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Perissos Private Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Perissos Private Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Perissos Private Wealth Management registered with the SEC or a state?",
      "a": "Perissos Private Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 217514."
    },
    {
      "q": "How much does Perissos Private Wealth Management manage?",
      "a": "Perissos Private Wealth Management reports $167,076,989 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Perissos Private Wealth Management's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Perissos Private Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Perissos Private Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Perissos Private Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Perissos Private Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in WA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 141653826.0,
      "total_employees": 3,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 164879652.0,
      "total_employees": 3,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 167076989.0,
      "total_employees": 2,
      "filing_date": "2026-06-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Biggs Financial.",
        "Employees performing advisory functions went from 3 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "2%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "1.75%"
      },
      {
        "band": "$1,000,001 to $1,500,000",
        "rate": "1.5%"
      },
      {
        "band": "$1,500,001 to $2,000,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $2,000,001",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 2.0
        },
        {
          "min": 500001.0,
          "max": 1000000.0,
          "rate_pct": 1.75
        },
        {
          "min": 1000001.0,
          "max": 1500000.0,
          "rate_pct": 1.5
        },
        {
          "min": 1500001.0,
          "max": 2000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 2000001.0,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 152,
      "fewer_than_5": false,
      "raum": 60122324.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 83040635.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 72,
      "fewer_than_5": false,
      "raum": 22209282.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1704748.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/217514",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}