{"url":"https://nivawealth.com/firms/mirretti-perryman-wealth-strategies-319408","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319408","regulatoryAum":178897115,"crd":"319408","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4426135","suffix":null,"lastName":"MIRRETTI","firstName":"BRONWYN","middleName":"NOREEN"},{"crd":"4628745","suffix":null,"lastName":"MIRRETTI","firstName":"DOMINIC","middleName":"STEPHEN"},{"crd":"4401313","suffix":null,"lastName":"PERRYMAN","firstName":"TIMOTHY","middleName":"CHRISTIAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-03","regulatoryAum":0,"clients":0,"employees":3,"offices":1},{"filedOn":"2023-02-22","regulatoryAum":122310384,"clients":161,"employees":3,"offices":1},{"filedOn":"2024-07-29","regulatoryAum":128583840,"clients":167,"employees":4,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":160987131,"clients":178,"employees":4,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":178897115,"clients":178,"employees":4,"offices":3}],"secFileNumber":"801-123711","legalName":"Mirretti Perryman Wealth Strategies, LLC","displayName":"Mirretti Perryman Wealth Strategies","slug":"mirretti-perryman-wealth-strategies-319408","website":"https://mirrettiperryman.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4711 Golf Road, Suite 402","city":"Skokie","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60076"},"tradeNames":[],"registration":{"secApproved":"15 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":997853.3409090909,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":178897115,"discretionary":174520322,"discretionaryAccounts":149,"nonDiscretionary":4376793,"nonDiscretionaryAccounts":29,"wrapProgram":178897115,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":124,"regulatoryAum":53419561},{"label":"High-net-worth individuals","clients":52,"regulatoryAum":122202627},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":3012652},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":262275}],"feePrograms":[{"role":"other","program":"Financial Planning Services","summary":"Billed at $300 an hour, or as a fixed fee of $1,500 to $5,000 for typical engagements; fees may be negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029749","versionId":1029749,"submittedOn":"2026-03-27","documentName":"MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:13:16.005849+00:00","documents":[{"name":"MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029749","versionId":1029749,"submittedOn":"2026-03-27"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029748","versionId":1029748,"submittedOn":null}]},"custodians":[{"name":"Raymond James (USA) LTD.","shortName":"Raymond James","location":"Vancouver, B.C.","smaAssets":178897115}],"custodyNote":"Mirretti Perryman Wealth Strategies has custody of client assets.","leadership":[{"name":"Bronwyn Mirretti","title":"Chief Executive Officer & Chief Compliance Officer","crd":"4426135"},{"name":"Dominic Mirretti","title":"Managing Partner","crd":"4628745"},{"name":"Timothy Perryman","title":"Managing Partner","crd":"4401313"}],"ownership":[{"label":"Timothy Perryman","detail":"Managing partner in the 50% to 75% ownership band and a control person, since October 2017."},{"label":"Dominic Mirretti","detail":"Managing partner in the 50% to 75% ownership band and a control person, since October 2017."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"4711 Golf Road, Suite 402","city":"Skokie","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"847-983-0123","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":82},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319408/PDF/319408.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029749","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mirretti Perryman Wealth Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mirretti Perryman Wealth Strategies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mirretti Perryman Wealth Strategies use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mirretti Perryman Wealth Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mirretti Perryman Wealth Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mirretti Perryman Wealth Strategies?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mirretti Perryman Wealth Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mirretti Perryman Wealth Strategies registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mirretti Perryman Wealth Strategies?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}