William Perlette has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
William Perlette’s longest registration is the current one, 5 years at Financial Gravity Family Office Services since 2021. Before joining Financial Gravity Family Office Services in 2021, William Perlette was registered through Forta Financial Group, Inc.
- – present · 5 yearsTemecula, CA · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · under a yearTemecula, CA · Adviser representative · Firm CRD 28784
Investment adviser representative registrations
William Perlette is registered as an investment adviser representative in 3 states. The first approvals date from September 2021; the most recent is Nevada, in January 2026.
- CaliforniaSince 13 September 2021
- NevadaSince 12 January 2026
- TexasSince 13 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Raymond Perlette
- CRD
- 7345230
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 28991 Old Town Front Street Suite 206, Temecula, CA 92590
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does William Perlette work?
William Perlette is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Perlette a financial advisor?
Yes. William Perlette has a current investment-adviser registration in California, Nevada and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does William Perlette have?
William Perlette has 5 years in the financial industry, since June 2021, across 2 adviser firms.
What exams has William Perlette passed?
William Perlette passed the Series 65 in June 2021.
Where is William Perlette based?
William Perlette’s registered office is in Temecula, CA.
Is William Perlette registered with FINRA?
No. William Perlette has no current broker registration.
How can I verify William Perlette’s record?
Search CRD 7345230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Perlette’s full registration record.