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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.