RIA Intel›Advisers›Texas›PERENNIAL WEALTH ADVISORS, LLC

PERENNIAL WEALTH ADVISORS, LLC

Advisory

CANADIAN, TX

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in TX

#1,520

of 2,813 advisers by AUM

Average account

$191K

across 421 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients172

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

172 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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ROBERT D. BROWN INVESTMENT COUNSEL INC

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-7.3% 1Y

DALLAS FINANCIAL ADVISORS, LLC

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