Perpetual Wealth Advisors, LLC

Perpetual Wealth Advisors, LLC (CRD# 143864) is a financial advisory firm headquartered in Matthews, NC. They manage $66,654,629 in 48 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
13663 Providence Rd., #201, Matthews, NC 28104
https://www.facebook.com/perpetualwealthadvisors
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,388,638
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
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 Nardozzi, financial advisor Waxhaw NC
Thomas J. Nardozzi
CRD#: 5325664
Waxhaw, NC

Thomas Nardozzi (CRD# 5325664) is an Investment Advisor Representative working at Perpetual Wealth Advisors, LLC in Waxhaw, NC and has over 17 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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