Brandon Vanlandingham has been Managing Member/Chief Compliance Officer of Perissos Private Wealth Management since April 2015, is a control person of the firm and directly owns 75% or more of it.
Perissos Private Wealth Management, LLC is a Bethany, OK firm with $167M under management, 264 clients and 2 advisers across 3 offices, as of its June 2026 filing.
Brandon VanLandingham is Founder & Chief Investment Officer of Perissos Private Wealth Management, based in Bethany, Oklahoma. He has been in the financial industry nearly 20 years. He is the author of "An Investor's Guide to Portfolio Strategy Development."
Brandon Vanlandingham’s longest registration is the current one, 11 years at Perissos Private Wealth Management since 2015. Before joining Perissos Private Wealth Management in 2015, Brandon Vanlandingham was registered through Access Capital Management, LLC and Access Financial Group, Inc.
- Trac Advisor Group, Inc.– · 3 yearsNorman, OK · Adviser representative · Firm CRD 281128
- – present · 11 yearsBethany, OK · Adviser representative · Firm CRD 217514
- Access Capital Management, LLC– · 5 yearsBethany, OK · Adviser representative · Firm CRD 153558
- Access Financial Group, Inc.– · 7 yearsBethany, OK · Adviser representative · Firm CRD 113798
Professional designations
Listed by Perissos Private Wealth Management
- CFA
- CMT
- CFP®
Investment adviser representative registrations
Brandon Vanlandingham is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2015; the most recent is Louisiana, in January 2024.
- LouisianaSince 3 January 2024
- OklahomaSince 31 August 2015
- TexasResidentSince 4 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 May 2007 |
| Series 7 | General Securities Representative Examination | 12 February 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Heath Vanlandingham
- CRD
- 5085574
- Firm
- Perissos Private Wealth Management · CRD 217514
- Role
- Managing Member/Chief Compliance Officer
- Office
- 4107 N council Rd Building A2, Bethany, OK 73008
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- perissosprivatewealth.com
Where does Brandon Vanlandingham work?
Brandon Vanlandingham has been Managing Member/Chief Compliance Officer of Perissos Private Wealth Management, LLC since April 2015, and is a control person of the firm.
Is Brandon Vanlandingham a financial advisor?
Yes. Brandon Vanlandingham has a current investment-adviser registration in Louisiana, Oklahoma and Texas, through Perissos Private Wealth Management since August 2015.
How many years of experience does Brandon Vanlandingham have?
Brandon Vanlandingham has 18 years in the financial industry, since February 2008, across 4 adviser firms.
What exams has Brandon Vanlandingham passed?
Brandon Vanlandingham has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2007.
Where did Brandon Vanlandingham work before Perissos Private Wealth Management?
Before Perissos Private Wealth Management, Brandon Vanlandingham was registered through Access Capital Management, LLC, April 2010 to June 2015; Access Financial Group, Inc., February 2008 to August 2015.
Where is Brandon Vanlandingham based?
Brandon Vanlandingham’s registered office is in Bethany, OK.
Is Brandon Vanlandingham registered with FINRA?
No. Brandon Vanlandingham has no current broker registration.
Is Brandon Vanlandingham a CFP?
Perissos Private Wealth Management lists Brandon Vanlandingham with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Brandon VanLandingham biography, perissosprivatewealth.com
Is Brandon Vanlandingham a CFA charterholder?
Perissos Private Wealth Management lists Brandon Vanlandingham with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Brandon VanLandingham biography, perissosprivatewealth.com
How can I verify Brandon Vanlandingham’s record?
Search CRD 5085574 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Vanlandingham’s full registration record.