PERISSOS PRIVATE WEALTH MANAGEMENT
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for PERISSOS PRIVATE WEALTH MANAGEMENT last updated from Form ADV on March 25th, 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 | Oklahoma, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 559 | $141.7M |
| Non-Discretionary | 0 | $0 |
| Total | 559 | $141.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 424 | $79.2M |
| HNW Individuals | 17 | $40.6M |
| 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 | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 116 | $20.8M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
4107 N COUNCIL RD BUILDING A2BETHANY
OK
United States
APPOINTMENT ONLY, 8:30 A.M. - 5:00 P.M.
Tel: 405-212-9690, Fax: 866-422-2985
Chief Compliance Officer
BRANDON VANLANDINGHAM
MANAGING MEMBER
4107 N COUNCIL RD BUILDING A2
BETHANY
OK
United States
Tel:
405-212-9690
B******@************************M
(Full email address available in API data)
Industry Affiliates
| GREGORY BIGGS | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VANLANDINGHAM, BRANDON, HEATH | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 04/2015 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 2M | 13K | – |
| ALPHABET INC | CAP STK CL C | 1M | 7K | – |
| ALPS ETF TR | ALERIAN MLP | 786K | 16K | – |
| AMAZON COM INC | COM | 1M | 8K | – |
| APPLE INC | COM | 2M | 9K | – |
| APPLIED MATLS INC | COM | 844K | 4K | – |
| ARK ETF TR | INNOVATION ETF | 241K | 5K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| BLACKROCK TAX MUNICPAL BD TR | SHS | 178K | 11K | – |
| BLACKSTONE INC | COM | 210K | 2K | – |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 7M | 223K | – |
| BOOKING HOLDINGS INC | COM | 1M | 261 | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 815K | 13K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 3K | – |
| ENDEAVOUR SILVER CORP | COM | 168K | 48K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 1M | 35K | – |
| EXPEDITORS INTL WASH INC | COM | 262K | 2K | – |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 2M | 39K | – |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 3M | 36K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 850K | 16K | – |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 776K | 8K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 398K | 14K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 325K | 10K | – |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 209K | 2K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 585K | 14K | – |
| GLOBAL X FDS | US PFD ETF | 2M | 94K | – |
| GLOBAL X FDS | NASDAQ 100 COVER | 2M | 108K | – |
| HOME DEPOT INC | COM | 267K | 775 | – |
| INTUITIVE SURGICAL INC | COM NEW | 430K | 966 | – |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 2M | 108K | – |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 1M | 53K | – |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 274K | 5K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 412K | 14K | – |
| INVESCO QQQ TR | UNIT SER 1 | 246K | 514 | – |
| ISHARES TR | CONV BD ETF | 2M | 21K | – |
| ISHARES TR | CORE S&P SCP ETF | 923K | 9K | – |
| ISHARES TR | RUSSELL 2000 ETF | 937K | 5K | – |
| ISHARES TR | S&P 500 VAL ETF | 1M | 6K | – |
| ISHARES TR | TIPS BD ETF | 1M | 14K | – |
| ISHARES TR | MRGSTR MD CP GRW | 1M | 20K | – |
| ISHARES TR | MSCI USA MMENTM | 567K | 3K | – |
| ISHARES TR | MSCI USA MIN VOL | 262K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 562K | 10K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4M | 71K | – |
| JPMORGAN CHASE & CO | COM | 308K | 2K | – |
| MASIMO CORP | COM | 214K | 2K | – |
| MFS GOVT MKTS INCOME TR | SH BEN INT | 68K | 22K | – |
| MICROSOFT CORP | COM | 5M | 10K | – |
| NEXTERA ENERGY INC | COM | 762K | 11K | – |
| NVIDIA CORPORATION | COM | 3M | 27K | – |
| ONEOK INC NEW | COM | 1M | 13K | – |
| PACER FDS TR | US CASH COWS 100 | 5M | 98K | – |
| PACER FDS TR | PACER US SMALL | 265K | 6K | – |
| PACER FDS TR | GLOBL CASH ETF | 1M | 30K | – |
| PAYCHEX INC | COM | 366K | 3K | – |
| PROCTER AND GAMBLE CO | COM | 891K | 5K | – |
| RESMED INC | COM | 338K | 2K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3M | 28K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 601K | 8K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 370K | 8K | – |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 440K | 9K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 335K | 17K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 437K | 6K | – |
| SPDR GOLD TR | GOLD SHS | 3M | 14K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 3M | 74K | – |
| STRYKER CORPORATION | COM | 282K | 830 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 243K | 440 | – |
| UBER TECHNOLOGIES INC | COM | 211K | 3K | – |
| UNIVERSAL HLTH SVCS INC | CL B | 795K | 4K | – |
| VANECK ETF TRUST | FALLEN ANGEL HG | 2M | 64K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 237K | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 14M | 28K | – |
| VANGUARD INDEX FDS | VALUE ETF | 243K | 2K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 317K | 4K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 211K | 790 | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 59K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 3M | 35K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 2M | 39K | – |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 2M | 29K | – |
| VICI PPTYS INC | COM | 721K | 25K | – |
| VISA INC | COM CL A | 1M | 5K | – |
| WALMART INC | COM | 541K | 8K | – |