Perissos Private Wealth Management

Perissos Private Wealth Management (CRD# 217514) is a financial advisory firm headquartered in Bethany, OK. They manage $141,653,826 in 559 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4107 N Council Rd Building A2, Bethany, OK 73008
https://www.linkedin.com/company/perissos-private-wealth-management/about/
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $253,406
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Perissos Private Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
G. Biggs, financial advisor Bethany OK
G. G. Biggs
CRD#: 4027131
4107 N Council Rd Building A2, Bethany, OK 73008

G. Biggs (CRD# 4027131) is an Investment Advisor Representative working at Perissos Private Wealth Management in Bethany, OK and has over 24 years of experience in the finance industry.

2
Christi Powell, financial advisor Bethany OK
Christi S. Powell
CRD#: 5379104
4107 N Council Rd Building A2, Bethany, OK 73008

Christi Powell (CRD# 5379104) is an Investment Advisor Representative working at Perissos Private Wealth Management in Bethany, OK and has over 16 years of experience in the finance industry.

3
Brandon Vanlandingham, financial advisor Bethany OK
Brandon H. Vanlandingham
CRD#: 5085574
4107 N Council Rd Building A2, Bethany, OK 73008

Brandon Vanlandingham (CRD# 5085574) is an Investment Advisor Representative working at Perissos Private Wealth Management in Bethany, OK and has over 16 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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