Pearl Wealth LLC

Pearl Wealth LLC (CRD# 299508) is a financial advisory firm headquartered in Portland, OR. They manage $133,702,051 in 337 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

915 Nw 19th Ave Suite F, Portland, OR 97209

https://pearlwealthllc.com/

By the Numbers

Total Assets Under Management

134

MILLION
Total Number of Accounts

337

ACCOUNTS
Average Account Value

$396,742

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, NY, OR, WA

Financial Advisors at Pearl Wealth LLC

Showing 1 - 2 of 2 top financial advisors.

Kori L. Allen

CRD#: 1845744

915 Nw 19th Ave Suite F, Portland, OR 97209

Kori Allen (CRD# 1845744) is an Investment Advisor Representative working at Pearl Wealth LLC in Portland, OR and has over 32 years of experience in the finance industry.

Gretchen L. Cole

CRD#: 4194331

915 Nw 19th Ave Suite F, Portland, OR 97209

Gretchen Cole (CRD# 4194331) is an Investment Advisor Representative working at Pearl Wealth LLC in Portland, OR and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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