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Perissos Private Wealth Management

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Client assets under management

$143,162,959

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Clients

190

20% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

95

High

Average account size

$753,489

About

Perissos Private Wealth Management serves individuals (including high-net-worth clients), families, and other registered investment advisers, providing discretionary portfolio management, financial planning, retirement-plan consulting, and portfolio consulting. The firm also offers sub-advisory services to third-party advisers and conducts private placement due diligence for suitable accredited or qualified clients.

The firm tailors advice through discretionary management and model portfolios, monitoring accounts and rebalancing as client circumstances or market conditions change. Its brochure describes the use of multiple analysis methods and a wide range of strategies — including margin borrowing, short sales, option writing and other derivatives, buffer ETFs, and investments in private funds — with tax and reporting coordination for private commitments.

Notable differences from many peers include an explicit role managing other advisers’ client accounts as a sub-adviser and an operational willingness to use borrowing and derivatives within separately managed accounts. The firm’s documented private-fund due diligence process and its practice of accepting Standing Letters of Authorization (in line with the SEC’s 2017 no-action guidance) indicate additional operational complexity and service capabilities beyond typical retail-only advisory offerings.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning

Fee options

Fixed

Financial planning fees ranging from $800 to $10,000 for comprehensive or modular planning.

Percentage

$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.25% $2,000,001+: 1.00%

Project-based

Portfolio consulting services hourly fee $100-$300; financial planning hourly rate $150.

Other

Fee-only: Portfolio consulting services charged hourly at $100-$300 per hour, negotiable; financial planning fees range from $800 to $10,000; hourly rate $150/hr for planning; additional fees for major revisions $150 to $800; retirement plan consulting fees vary between 0.05% to 1.00%.

Main office location

Perissos Private Wealth Management

4107 N Council Rd Building A2

Bethany OK 73008, United States

Number of offices

3

Most active in

More info

Florida · Louisiana · Nebraska · Oklahoma · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

LinkedIn Facebook YouTube Website 405-212-9690

Advisors at this firm

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user avatar

Christi P

CFP®, Series 65

Bethany, OK

Perissos Private Wealth Management

Christi Powell is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Perissos Private Wealth Management since 2023 and previously spent 16 years with Falcon Financial of Oklahoma, LLC. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and portfolio consulting to individuals and families, including high-net-worth clients. The firm also serves other advisers through sub-advisory arrangements and employs a range of strategies including customized and model portfolios, options, margin, and tax-coordinated private fund due diligence.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning
user avatar

Brandon V

Series 66

Bethany, OK

Perissos Private Wealth Management

Brandon Vanlandingham is a Series 66-licensed financial advisor with Perissos Private Wealth Management in Bethany, Oklahoma, and has 18 years of industry experience. He has worked with TRAC Advisor Group, Inc. since 2015 and is the author of the book "Investor's Guide to Portfolio Strategy Development." He is also involved with Neurorisk, an email service specializing in distributing risk tolerance questionnaires to clients. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services to individuals, families, and other investment advisers. The firm constructs customized and model portfolios, employs a range of investment strategies including derivatives and margin, and offers private-placement due diligence for qualified investors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning
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