Pereon Wealth LLC

Overview

Pereon Wealth LLC is an independent registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm tilts toward equity exposure, with a notable allocation to non-exchange traded equities alongside traditional pooled vehicles and mutual funds. Pereon serves as sponsor, general partner, or managing member for pooled investment vehicles, which suggests an active role sourcing and packaging private/illiquid opportunities rather than only selecting external managers. Its advisory mix includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Fee arrangements are flexible: percentage-of-AUM, fixed fees, and performance-based fees are used depending on the client or vehicle. Pereon is not categorized as an active ESG investor and it is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices