Mirretti Perryman Wealth Strategies, LLC

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Client assets under management

$175,622,188

Clients

176

30% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$997,853

About

Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning and consulting, and retirement‑plan participant account services to individuals (including high‑net‑worth clients), trusts, retirement plans, and other entities. The firm also offers family‑office services and may allocate all or a portion of client assets to third‑party sub‑advisers.

MPWS builds customized, risk‑based and tax‑aware model portfolios — including multi‑sleeve model approaches — and uses methods such as modern portfolio theory, quantitative optimization, factor and fundamental analysis to monitor and rebalance client accounts. The firm supplements its in‑house advice with third‑party managers and uses a third‑party platform (Pontera) to manage held‑away defined‑contribution plan participant accounts while avoiding direct custody.

Notably, MPWS operates as a wrap fee program sponsor and delivers portfolio management exclusively through a wrap arrangement that bundles advisory and execution services, a practice the firm highlights in its disclosure materials. The brochure also notes commission‑based brokerage accounts as a potential rollover alternative for clients, and MPWS provides complimentary basic financial planning for certain advisory clients and includes investment management in negotiated family‑office engagements, distinguishing its service mix among small, recently established advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Factor investing / smart beta Options & derivatives strategies Passive / index investing

Fee options

Fixed

Fixed fees for financial planning services typically range from $1,500 to $5,000.

Project-based

Financial planning services billed at $300 per hour.

Other

Account minimum: $500,000 Fee-only: Financial planning fees billed at $300 per hour or fixed fees typically ranging from $1,500 to $5,000, negotiable.

Main office location

Mirretti Perryman Wealth Strategies, LLC

4711 Golf Road, Suite 402

Skokie IL 60076, United States

Number of offices

Most active in

Illinois · Michigan · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 847-983-0123

Advisors at this firm

Bronwyn M

CFP®, Series 63, Series 66

Skokie, IL

Mirretti Perryman Wealth Strategies, LLC

Bronwyn Mirretti is a CFP® professional with 24 years of experience, currently serving at Mirretti Perryman Wealth Strategies, LLC. She has worked with Raymond James Financial Services, Inc. and Advisors, and has been involved with Mirretti Perryman Wealth Strategies since 2016. In addition to her advisory role, she serves as a school board member. Mirretti Perryman Wealth Strategies provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, retirement plans, and other entities. The firm employs a risk-based investment process using tax-aware and multi-sleeve model portfolios, quantitative methods, and third-party managers, and operates exclusively as a wrap fee program sponsor.

Factor investing / smart beta Options & derivatives strategies Passive / index investing

Timothy P

CFP®, Series 63, Series 66

Skokie, IL

Mirretti Perryman Wealth Strategies, LLC

Timothy Perryman is a CFP® professional with 23 years of experience in financial advising. He is a principal at Mirretti Perryman Wealth Strategies, LLC, where he has worked since 2017. Prior to this, he was associated with Pinnacle Insurance and Financial Services, LLC, and Raymond James Financial Services. In addition to his advisory work, Perryman is also an independent insurance agent. Mirretti Perryman Wealth Strategies provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts and estates, retirement plans, and other entities. The firm employs a risk-based investment approach that includes tax-aware and multi-sleeve model portfolios, and offers family office services and retirement plan participant account management.

Factor investing / smart beta Options & derivatives strategies Passive / index investing

Dominic M

Series 63, Series 66

Skokie, IL

Mirretti Perryman Wealth Strategies, LLC

Dominic Mirretti is a financial advisor at Mirretti Perryman Wealth Strategies, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial Services. Outside of his advisory role, he coaches youth hockey for the Evanston Youth Hockey Association. Mirretti Perryman Wealth Strategies provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a risk-based investment approach using model portfolios, quantitative optimization, factor investing, and third-party managers, and operates exclusively as a wrap fee program sponsor.

Factor investing / smart beta Options & derivatives strategies Passive / index investing

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