Perissos Private Wealth Management

The founder of Perissos Private Wealth Management is not disclosed in any public record, regulatory filing, or media coverage. The firm has not published a biography or leadership page. This level of privacy is consistent with smaller family-office RIAs that serve a limited client base and avoid publicity.

Based on its regulatory registration as an investment advisor, Perissos likely provides traditional wealth management services including portfolio construction, financial planning, and estate planning. However, specific service offerings are not described in any public document, and the firm has not released a client brochure or Form ADV Part 2A.

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.

No minimum investment threshold has been publicly disclosed by Perissos. Without an SEC Form ADV or firm marketing materials, the typical account minimum—often $5 million to $10 million for multi-family office RIAs—is speculative. Potential clients would need to contact the firm directly.

Perissos Private Wealth Management is state-registered as a registered investment advisor, not SEC-registered. This status typically indicates assets under management below the SEC threshold of $110 million, suggesting a boutique or emerging firm scale. Exact registration details should be verified through state securities regulators.

Publicly available information does not describe how Perissos sources or evaluates investment opportunities. As a private RIA, the firm may rely on traditional asset manager relationships, direct indexing, or third-party funds, but no specific sourcing model—such as proprietary deal flow or a family-office club—has been documented.

The geographic footprint of Perissos is unknown from public sources. The firm's state registration suggests it operates in at least one US state, but no office locations or client concentration regions have been disclosed. Without a registered headquarters address, the primary service area cannot be confirmed.