Perpetual Wealth Advisors, LLC
Perpetual Wealth Advisors, LLC (CRD# 143864) is a financial advisory firm headquartered in Matthews, NC. They manage $66,654,629 in 48 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management67MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$1,388,638
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
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, MN, NC, TX
Financial Advisors at Perpetual Wealth Advisors, LLC
1
Thomas Nardozzi (CRD# 5325664) is an Investment Advisor Representative working at Perpetual Wealth Advisors, LLC in Waxhaw, NC and has over 17 years of experience in the finance industry.
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