Pearl Wealth Group
Firm details
- Headquarters
- ,
- CRD number
- 326283
- Registered since
- February 12, 2026
- Website
- pearlwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.75%
- HNWI34.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pearl Wealth Group is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is organized as an LLC and is registered with the SEC (registration year 2026). Its fee model includes percentage-of-AUM billing plus the ability to charge hourly or fixed fees for specific work. Core advisory services named in filings are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm indicates an affiliation with an insurance company and does not self-identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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