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PAPAMARKOU WELLNER PERKIN ADVISORS
Legal name: PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.
CRD 131796File 801-63317
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$357.5M
Below cohort median (national)
Discretionary AUM
$245.3M
Non-discretionary $112.2M
Clients
109
108 accounts
Employees
11
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 21, 2004
- Principal office
- 430 PARK AVENUE, 17TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-223-2020
- Website
- HTTP://WWW.PAPAMARKOU.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $357.5M
- Discretionary AUM
- $245.3M
- Non-discretionary AUM
- $112.2M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 26
- Total accounts
- 108
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $18.1M |
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 96 | $322.2M |
| Pooled investment vehicles | 1 | $14.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 113 | 109 | decreased by4 |
| Apr 1, 2026 | AUM | $357,020,170 | $357,509,070 | increased by$488,900 |
| Apr 1, 2026 | Accounts | 113 | 108 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 126 | 113 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $408,332,045 | $357,020,170 | decreased by$51,311,875 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 126 | 113 | decreased by13 |
| May 1, 2022 | Clients | 105 | 126 | increased by21 |
| May 1, 2022 | AUM | $344,077,082 | $408,332,045 | increased by$64,254,963 |
| May 1, 2022 | Accounts | 105 | 126 | increased by21 |
| Feb 1, 2022 | AUM | $347,069,121 | $344,077,082 | decreased by$2,992,039 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PAPAMARKOU WELLNER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PAPAMARKOU WELLNER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.