Mirretti Perryman Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Mirretti Perryman Wealth Strategies reports 178 clients. They include 124 individual clients, 52 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 97.6% ($175M across 149 accounts) are managed with discretion; $4.38M across 29 accounts are not. A wrap fee program the firm both sponsors and manages holds $179M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 30% |
| High-net-worth individuals | 29% | 68% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 124 | $53.4M | 29.9% | $431K |
| High-net-worth individuals | 52 | $122M | 68.3% | $2.35M |
| Pension and profit-sharing plans | Fewer than 5 | $3.01M | 1.7% | $3.01M |
| Charitable organizations | Fewer than 5 | $262K | 0.1% | $262K |
| Total | 178 | $179M | 100% | — |
- Clients
- 124
- Regulatory AUM
- $53.4M
- AUM share
- 29.9%
- Avg. per client
- $431K
- Clients
- 52
- Regulatory AUM
- $122M
- AUM share
- 68.3%
- Avg. per client
- $2.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.01M
- AUM share
- 1.7%
- Avg. per client
- $3.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $262K
- AUM share
- 0.1%
- Avg. per client
- $262K
Total
- Clients
- 178
- Regulatory AUM
- $179M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Mirretti Perryman Wealth Strategies is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Billed at $300 an hour, or as a fixed fee of $1,500 to $5,000 for typical engagements; fees may be negotiable.
Timothy Perryman owns 50% to 75% of Mirretti Perryman Wealth Strategies. Bronwyn Mirretti is CEO. It has 4 employees, 3 of them in advisory roles.
Leadership
Bronwyn MirrettiChief Executive Officer & Chief Compliance Officer
Dominic MirrettiManaging Partner
Timothy PerrymanManaging Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Mirretti Perryman Wealth Strategies, LLC
Timothy Perryman
Control person · since October 2017
- Owns 50% to 75% of Mirretti Perryman Wealth Strategies, LLC
Dominic Mirretti
Control person · since October 2017
Mirretti Perryman Wealth Strategies’ regulatory assets grew Infinity× from $0 (May 2022) to $179M (March 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $179M | 178 | 4 | 3 |
| March 2025 | $161M | 178 | 4 | 1 |
| July 2024 | $129M | 167 | 4 | 1 |
| February 2023 | $122M | 161 | 3 | 1 |
| May 2022 | $0 | 0 | 3 | 1 |
Besides its headquarters, Mirretti Perryman Wealth Strategies has 2 offices (2 private residences, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- 4711 Golf Road, Suite 402, SkokieHQ
Contact and registration details
- Legal name
- Mirretti Perryman Wealth Strategies, LLC
- Headquarters
- 4711 Golf Road, Suite 402, Skokie, IL 60076
- Website
- mirrettiperryman.com
- Phone
- 847-983-0123
- SEC file
- 801-123711
- Structure
- Illinois LLC
- Fiscal year end
- December
Mirretti Perryman Wealth Strategies uses Raymond James ($179M) as custodian for its separately managed accounts. Mirretti Perryman Wealth Strategies has custody of client assets.
- Raymond JamesRaymond James (USA) LTD. · Vancouver, B.C. · $179M100%
At year end, Mirretti Perryman Wealth Strategies’ separately managed accounts were mostly in funds (82%) and cash (10%).
What the accounts hold
- Stocks6%
- Funds82%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash10%
How many clients does Mirretti Perryman Wealth Strategies have?
Mirretti Perryman Wealth Strategies has 178 clients and manages $179 million for them, as of March 2026. They include 124 individual clients, 52 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Mirretti Perryman Wealth Strategies offer?
Mirretti Perryman Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Mirretti Perryman Wealth Strategies use?
Mirretti Perryman Wealth Strategies’ separately managed account assets are held at Raymond James (USA) LTD. (Vancouver, B.C.), with $179M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Mirretti Perryman Wealth Strategies have?
Mirretti Perryman Wealth Strategies has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mirretti Perryman Wealth Strategies invest in?
At the end of its last fiscal year, Mirretti Perryman Wealth Strategies’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 6% exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mirretti Perryman Wealth Strategies?
Mirretti Perryman Wealth Strategies’ direct owners are Timothy Perryman (50% to 75%) and Dominic Mirretti (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Mirretti Perryman Wealth Strategies get paid?
Mirretti Perryman Wealth Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mirretti Perryman Wealth Strategies registered with the SEC?
Yes, Mirretti Perryman Wealth Strategies has been registered with the SEC as an investment adviser since 15 April 2022. Its CRD number is 319408 and its SEC file number is 801-123711.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Mirretti Perryman Wealth Strategies?
Mirretti Perryman Wealth Strategies’ main office is at 4711 Golf Road, Suite 402, Skokie, IL 60076. Its phone number is 847-983-0123. Its website is mirrettiperryman.com.