MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
Adviser information for MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 525 | $128.6M |
| Non-Discretionary | 0 | $0 |
| Total | 525 | $128.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 121 | $42.0M |
| HNW Individuals | 46 | $86.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $257,563 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMCommissions |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 128.6M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC - WRAP FEE PROGRAM | MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC |
Identifiers
| SEC RIA File Number | 801-123711 |
|---|---|
| SEC ERA File Number | 801-123711 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319408 |
| Legal Entity Identifier | None |
Principal Office
4711 W GOLF ROADSUITE 402
SKOKIE
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 847-983-0123, Fax: 800-478-8062
Websites
Chief Compliance Officer
BRONWYN MIRRETTI
4711 W GOLF ROAD
SUITE 402
SKOKIE
IL
United States
Tel:
847-983-0123
Fax:
800-478-8062
B******@*******************M
(Full email address available in API data)
Regulatory Contact
TIMOTHY PERRYMAN
4711 W GOLF ROAD
SUITE 402
SKOKIE
IL
United States
Tel:
847-983-0123
Fax:
800-478-8062
T**@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PERRYMAN, TIMOTHY, CHRISTIAN | Individual | – | MANAGING PARTNER | 10/2017 | 50-75% |
| MIRRETTI, DOMINIC, STEPHEN | Individual | – | MANAGING PARTNER | 10/2017 | 50-75% |
| MIRRETTI, BRONWYN, NOREEN | Individual | – | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |