PEARL WEALTH LLC

CRD 299508File 801-121119

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$156.3M

Bottom 25% of cohort (national)

Discretionary AUM

$149.2M

Non-discretionary $7.2M

Clients

116

337 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 3, 2021
Principal office: 915 NW 19TH AVE SUITE F, PORTLAND, OR, 97209
Phone: (503) 223-2539
Website: https://pearlwealthllc.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $156.3M
Discretionary AUM: $149.2M
Non-discretionary AUM: $7.2M
Discretionary accounts: 286
Non-discretionary accounts: 51
Total accounts: 337
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$512K
Charitable organizations	11	$1.1M
Other investment advisers	Fewer than 5	$34K
High net worth individuals	46	$131.8M
Individuals (other than high net worth individuals)	59	$22.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.