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PERPETUAL WEALTH ADVISORS, L.L.C.

Advisory

GA

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

Rank in GA

#497

of 607 advisers by AUM

Average account

$2M

across 44 accounts

AUM per adviser

$92M

1 advisers

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

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, MN, NC, 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

44 clients

33 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 GA

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

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$94M

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$90M

MONTFORD ASSOCIATES INC

$90M

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

$95M

JFB HOLDINGS CORP

$95M

WEALTH 360, LLC

$95M

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