Pearl Wealth LLC
Pearl Wealth LLC (CRD# 299508) is a financial advisory firm headquartered in Portland, OR. They manage $133,702,051 in 337 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management134MILLION
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Total Number of Accounts337ACCOUNTS
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Average Account Value$396,742
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, OR, WA
Financial Advisors at Pearl Wealth LLC
1
Kori Allen (CRD# 1845744) is an Investment Advisor Representative working at Pearl Wealth LLC in Portland, OR and has over 32 years of experience in the finance industry.
2
Gretchen Cole (CRD# 4194331) is an Investment Advisor Representative working at Pearl Wealth LLC in Portland, OR and has over 23 years of experience in the finance industry.
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