Multi-Family OfficeRIA · CRD 217514SEC-Registered

Updated:

Perissos Private Wealth Management

Perissos Private Wealth Management is an SEC-registered investment adviser in Bethany, OK, registered since 2024. The firm manages approximately $167 million...

Perissos Private Wealth Management

Perissos Private Wealth Management is an SEC-registered investment adviser in Bethany, OK, registered since 2024. The firm manages approximately $167 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Sector focus

Private Wealth ManagementFinancial Services

Frequently asked questions

Does Perissos Private Wealth Management have a website or social media presence?

As of public records review, Perissos Private Wealth Management does not maintain an active website, LinkedIn profile, or other public-facing digital presence. This is an deliberate choice that limits the firm's visibility to prospective clients and institutional counterparties who cannot conduct preliminary research online.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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