Perpetual Wealth Advisors, LLC

Perpetual Wealth Advisors, LLC (CRD# 143864) is a financial advisory firm headquartered in Matthews, NC. They manage $35,462,450 in 70 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $506,606
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, MN, NC, TX

Financial Advisors at Perpetual Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Nardozzi
CRD#: 5325664
Smyrna, GA
96
Wealthminder
score

Thomas Nardozzi (CRD# 5325664) is an Investment Advisor Representative working at Perpetual Wealth Advisors, LLC in Smyrna, GA and has over 9 years of experience in the finance industry. Thomas Nardozzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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