# Perissos Private Wealth Management

> 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.

- CRD: 217514
- Filed as: PERISSOS PRIVATE WEALTH MANAGEMENT
- 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)
- Location: Bethany, OK
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/217514
- AdvisorCensus page: https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $167,076,989
- Discretionary: $167,076,989
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $60,122,324 |
| High net worth individuals | 38 | $83,040,635 |
| Other investment advisers | 72 | $22,209,282 |
| Corporations or other businesses not listed above | 2 | $1,704,748 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NE, OK, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Edmond, OK
- Woodward, OK

### Websites listed on Form ADV (Item 1.I)
- falconfinancialok.com
- perissosprivatewealth.com
- Facebook @perissosprivatewealth
- LinkedIn @perissos-private-wealth-management
- LinkedIn @brandon-vanlandingham
- YouTube @perissosprivatewealthmanag3684

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $141,653,826 | 3 | August 23, 2024 |
| October 2025 | $164,879,652 | 3 | May 20, 2025 |
| October 2026 | $167,076,989 | 2 | June 2, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perissos Private Wealth Management (CRD 217514): Form ADV filing data as of October 2026.