Data / Investment advisers / Oklahoma / Perissos Private Wealth Management
Perissos Private Wealth Management, Bethany, OK: $167 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Perissos Private Wealth Management is an SEC registered investment adviser with its main office in Bethany, Oklahoma and reports $167 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 217514
- SEC file number
- 801-129994
- SEC status
- Approved, effective April 23, 2024
- Legal name
- Perissos Private Wealth Management, LLC
- Main office
- 4107 N Council Rd Building A2, Bethany, OK 73008
- Phone
- (405) 212-9690
- Regulatory AUM
- $167,076,989 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $167,076,989
- Accounts
- 550
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $83 million |
| Individuals (other than high net worth individuals) | 152 | $60.1 million |
| Other investment advisers | 72 | $22.2 million |
| Corporations or other businesses | 2 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $167.1 million | March 20, 2026 |
| December 1, 2025 | $164.9 million | May 20, 2025 |
Other advisers in Oklahoma
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Meliora Capital | Tulsa | $174.8 million | Not listed | adviserinfo.sec.gov |
| Sageoak Financial, LLC | Tulsa | $174.8 million | Not listed | adviserinfo.sec.gov |
| Servo Wealth Management LLC | Oklahoma City | $173.8 million | Not listed | adviserinfo.sec.gov |
| R.J. Cloud Advisors & Company | Bixby | $171.3 million | Not listed | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | $170.1 million | Not listed | adviserinfo.sec.gov |
| Archambo Financial Advisors, Inc. | Bartlesville | $163.1 million | Not listed | adviserinfo.sec.gov |
| F.I.G. Financial Advisory Services, Inc. | Oklahoma City | $162.4 million | Not listed | adviserinfo.sec.gov |
| Fredric E. Russell Investment Management Co. | Tulsa | $137.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Perissos Private Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.