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RIA · CRD 319408SEC-Registered

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Mirretti Perryman Wealth Strategies

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in Skokie, IL, registered since 2022. The firm manages $179 million in...

Overview

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in Skokie, IL, registered since 2022. The firm manages $179 million in assets, with $175 million on a discretionary basis. It has 4 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who makes investment decisions at the firm?

The named principals — members of the Mirretti and Perryman families — are the presumed decision-makers. No external CIO, investment committee, or advisory board is documented in any public source.

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