MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Overview

Mirretti Perryman Wealth Strategies, LLC is an independent registered investment adviser that operates as a capital allocator for individual, family and select institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its fee model mixes percentage‑of‑AUM billing with hourly and fixed fees, allowing engagement structures that range from ongoing asset management to project‑based planning. Since its SEC registration in 2022, the firm has favored pooled public vehicles as the core of client portfolios while maintaining the ability to allocate to external alternative managers. Mirretti Perryman structures most client relationships as discretionary mandates, using model and separately managed account implementations where appropriate, and supplements those with non‑discretionary work when clients retain control over specific decisions. The adviser is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices