# Perpetual Wealth Advisors, L.L.C.

> Perpetual Wealth Advisors, L.L.C. is a state-registered investment advisory firm in Matthews, NC, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 143864
- Filed as: PERPETUAL WEALTH ADVISORS, L.L.C.
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Matthews, NC
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143864
- AdvisorCensus page: https://advisorcensus.com/firm/perpetual-wealth-advisors-l-l-c-matthews-nc-143864

## Quick answers

**How is Perpetual Wealth Advisors, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Perpetual Wealth Advisors, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Perpetual Wealth Advisors, L.L.C. located?**
Perpetual Wealth Advisors, L.L.C.'s principal office is in Matthews, NC, according to its Form ADV.

**Is Perpetual Wealth Advisors, L.L.C. registered with the SEC or a state?**
Perpetual Wealth Advisors, L.L.C. is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 143864.

**How much does Perpetual Wealth Advisors, L.L.C. manage?**
Perpetual Wealth Advisors, L.L.C. reports $92,298,558 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Perpetual Wealth Advisors, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (11).

**Does Perpetual Wealth Advisors, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143864

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $92,298,558
- Discretionary: $92,298,558
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,578,319 |
| High net worth individuals | 33 | $86,720,239 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blog.perpetualwealthadvisors.com](https://blog.perpetualwealthadvisors.com)
- [perpetualwealthadvisors.com](https://perpetualwealthadvisors.com)
- Facebook @PERPETUALWEALTHADVISORS
- LinkedIn @TOMNARDOZZI
- X @TOMATPWA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perpetual Wealth Advisors, L.L.C. (CRD 143864): Form ADV filing data as of October 2026.