PERISSOS PRIVATE WEALTH MANAGEMENT

Legal name: PERISSOS PRIVATE WEALTH MANAGEMENT, LLC

CRD 217514File 801-129994

APPROVED

Retail clients

Custody

Filing as of Jun 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$167.1M

Bottom 25% of cohort (national)

Discretionary AUM

$167.1M

Clients

264

550 accounts

Employees

Bottom 25% of cohort in OK

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 23, 2024
Principal office: 4107 N COUNCIL RD BUILDING A2, BETHANY, OK, 73008
Phone: 405-212-9690
Website: https://www.facebook.com/perissosprivatewealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $167.1M
Discretionary AUM: $167.1M
Non-discretionary AUM: $0
Discretionary accounts: 550
Non-discretionary accounts: 0
Total accounts: 550
AUM per client: $633K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.7M
Other investment advisers	72	$22.2M
High net worth individuals	38	$83.0M
Individuals (other than high net worth individuals)	152	$60.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.