Percension Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,100,000
Clients
78
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
78
Very HighAverage account size
$347,436
About
Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth individual clients. The firm prepares a written Investment Policy Statement for each client and offers ongoing portfolio monitoring and implementation of tailored investment plans.
The firm offers both active and passive management approaches and documents strategy choice based on each client’s goals, time horizon and risk tolerance. Investment implementation relies on technical analysis of price charts and includes both long- and short-term trading techniques, with discretionary trading authority typically requested to execute the agreed strategy.
Distinctive features include the use of technical, short-term trading and options-writing strategies for retail clients, which is less common among similarly sized advisory firms that emphasize only buy-and-hold approaches. The firm also allows client-directed brokerage, discloses no receipt of soft-dollar benefits or third-party compensation, and provides regular written fee invoices alongside monthly account reviews by the firm’s lead advisor.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
Fee options
$0 - $1,250,000: 1.00% annually $1,250,001 - $2,500,000: 0.85% annually $2,500,001+: 0.70% annually
Account minimum: $5,000 (may be waived)
Most active in
Percension Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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