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Pearl Wealth
Pearl Wealth is an SEC-registered investment adviser in Portland, OR, registered since 2021. The firm manages $156 million in assets, $149 million on a...
Overview
Pearl Wealth is an SEC-registered investment adviser in Portland, OR, registered since 2021. The firm manages $156 million in assets, $149 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Portland
Corporate office
Portland, OR, United States
Frequently asked questions
How does Pearl Wealth source investment opportunities without a public presence?
Firms like Pearl Wealth source almost entirely through closed networks: personal relationships, private banking circles, regional investment clubs, and direct introductions from other family offices. This model sacrifices deal volume for selectivity and confidentiality. The Portland location places the firm within a Pacific Northwest wealth network that includes several well-known single-family offices, though no specific connections are publicly documented.
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