# Perennial Wealth Advisors

Perennial Wealth Advisors is a Multi Family Office based in Canadian, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Canadian, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 2010
- **Assets under management:** <$500M (Altss estimate)
- **Website:** perennialwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/lorena-herrera-b64191232

## Regulatory record

- **CRD number:** 329913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329913

## About

Perennial Wealth Advisors, LLC is a state-registered investment adviser in Canadian, TX. The firm manages approximately $81 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Financial Services

## People

- John Burke — CEO & Founder

## Questions

### How does Perennial Wealth Advisors charge for its services?

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.

### What investment approach does Perennial use for clients with concentrated stock positions?

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.

### Does Perennial Wealth Advisors have any disclosed disciplinary history?

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.

## Related profiles

- [Affiliated Capital](https://altss.com/profile/affiliated-capital)

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Last updated: 2026-07-06T01:24:23.134Z

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