Perennial Wealth Advisors

John Burke founded the firm and serves as its CEO. Perennial's public disclosures do not name a separate Chief Investment Officer, and the firm's Form ADV does not list an investment committee distinct from its principal. The advisory team is small, likely fewer than ten professionals, and investment decisions appear to flow through Burke and the firm's portfolio management staff without a formalized committee structure visible in public filings.

Perennial operates as a multi-family office serving unrelated clients, not a single-family office anchored to one fortune. Its Form ADV filings consistently describe a broad client base of individuals, high-net-worth individuals, pension plans, and charitable organizations. The firm does not trace its origin to managing a specific family's wealth.

Perennial is a fee-only registered investment adviser, meaning its compensation comes entirely from client-paid fees rather than commissions or product sales. The firm's ADV Part 2A describes an asset-based fee schedule applied to portfolios it manages on a discretionary basis, with rates that decline at higher asset thresholds — a standard tiered structure common among independent RIAs.

Perennial's public communications and regulatory filings do not describe a platform for direct co-investments, club deals, or proprietary venture. The firm implements client portfolios through third-party mutual funds, ETFs, and separately managed accounts, and its alternative-investment exposure, to the extent it exists, appears to come through fund commitments rather than direct deal origination.

Perennial's marketing materials have historically emphasized services for corporate executives and business owners holding concentrated single-stock positions — often employer equity from restricted stock units or option exercises. The firm's stated approach combines tax-aware diversification strategies, including gradual liquidation plans and option strategies, with portfolio construction designed to reduce single-name risk while managing capital-gains tax exposure.

Perennial's Form ADV, filed with Minnesota state securities regulators, reports no material disciplinary events, regulatory actions, or client complaints since the firm's inception in 2010. This fourteen-year clean regulatory record is atypical for firms that have operated continuously through multiple market cycles and regulatory regimes.

Perennial is headquartered in Minneapolis and its public disclosures describe a client base concentrated in Minnesota and the Upper Midwest. The firm's Form ADV does not list additional offices or registered locations outside Minnesota, and its small advisory team of fewer than ten professionals suggests a practice built on local relationships rather than a national footprint.