PERPETUAL WEALTH ADVISORS, L.L.C.

Overview

Perpetual Wealth Advisors, L.L.C. is an independent registered investment adviser that serves a concentrated book of individual and family clients. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and produces written client communications. Fee arrangements combine an asset-based fee with hourly and fixed-fee engagements, which supports both ongoing investment management and project-based planning work. Investment implementation leans heavily toward pooled public vehicles as the core allocation sleeve, while alternatives are used as a satellite to add diversification and return-enhancing opportunities. The firm does not position itself as a multi-state or ESG-focused manager and reports no pension consulting or capital allocation services. Custody and trading are routed primarily through Charles Schwab, which supports the firm’s mutual fund and managed-account workflows.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices