# Pearl Wealth

Pearl Wealth is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** https://www.pearlwealth.net/
- **LinkedIn:** https://www.linkedin.com/company/pearl-wealth-llc

## Regulatory record

- **CRD number:** 299508
- **SEC file number:** 801-121119
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299508

## About

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.

## 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.

## Related profiles

- [Peak Wealth Solutions](https://altss.com/profile/peak-wealth-solutions)
- [Pearl Wealth Group](https://altss.com/profile/pearl-wealth-group)

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Last updated: 2026-07-06T01:24:23.004Z

Canonical page: https://altss.com/profile/pearl-wealth

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