Pereon Wealth Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 338908
· SEC file 801-134827
·
· www.instagram.com
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $181M
- Discretionary
- $181M
- Clients
- 132
- Avg AUM / client
- $1.4M
- Accounts
- 571
- Employees
- 7
AUM over time
$0
$181M
Oct 24, 2025
Mar 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $40.0M | 22.2% |
| High net worth individuals | 75 | $136M | 75.4% |
| Pension and profit sharing plans | 7 | $2.0M | 1.11% |
| Charitable organizations | Fewer than 5 clients | $4.5K | 0.0% |
| Corporations and other businesses | Fewer than 5 clients | $2.5M | 1.38% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael David Tanney | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗