RIA Intel›Advisers›Oregon›PEARL WEALTH LLC

PEARL WEALTH LLC

Advisory

N·PORTLAND, OR

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$156M
1-Year AUM Growth
+20.0%
3-Year CAGR
+7.2%
Employees
2
Assets Under Management
Total AUM$156M
Discretionary AUM$149M
Non-Discretionary AUM$7M
Discretionary %95.4%
Total Clients145
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingApr 1, 2021
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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