Pearl Wealth Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Pearl Wealth Group reports 273 clients. They include 250 individual clients and 23 high-net-worth individuals. Of its assets, 99.8% ($103M across 611 accounts) are managed with discretion; $233K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 66% |
| High-net-worth individuals | 8% | 34% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 250 | $67.7M | 65.8% | $271K |
| High-net-worth individuals | 23 | $35.2M | 34.2% | $1.53M |
| Total | 273 | $103M | 100% | $377K |
- Clients
- 250
- Regulatory AUM
- $67.7M
- AUM share
- 65.8%
- Avg. per client
- $271K
- Clients
- 23
- Regulatory AUM
- $35.2M
- AUM share
- 34.2%
- Avg. per client
- $1.53M
Total
- Clients
- 273
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- $377K
- 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
Pearl Wealth Group 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 2 other services, listed under fee details.
Fee details and sources
Other fees
- Full Written Financial Planning
- A full written financial plan is a negotiated fixed fee of $1,600 to $5,000 depending on complexity; the fee is not reduced for clients who also engage for portfolio management.
- Modular Written Financial Plan
- A modular (segmented) written financial plan is billed at an hourly fee of $250, which is negotiable.
William Blackston owns 50% to 75% of Pearl Wealth Group. It has 4 employees, 2 of them in advisory roles.
Leadership
William BlackstonOwner, CCO
Valerie BlackstonOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Pearl Wealth Group, LLC
William Blackston
Control person · since January 2021
- Owns 50% to 75% of Pearl Wealth Group, LLC
Valerie Blackston
Control person · since January 2021
Besides its headquarters, Pearl Wealth Group has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Pearl Wealth Group, LLC
- Headquarters
- Not reported
- Website
- pearlwealthgroup.com
- Phone
- 616-726-2090
- SEC file
- 801-135321
- Structure
- Michigan LLC
- Fiscal year end
- December
Pearl Wealth Group uses Charles Schwab ($54.6M, 53%) and Fidelity ($48.4M, 47%) as custodians for its separately managed accounts. Pearl Wealth Group has custody of $103M in client assets for 273 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $54.6M53%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $48.4M47%
At year end, Pearl Wealth Group’s separately managed accounts were mostly in funds (75%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds75%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Pearl Wealth Group have?
Pearl Wealth Group has 273 clients and manages $103 million for them, as of June 2026. They include 250 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 June 2026
What services does Pearl Wealth Group offer?
Pearl Wealth Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pearl Wealth Group use?
Pearl Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $54.6M and Fidelity Brokerage Services LLC (Smithfield, RI), with $48.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 June 2026
How many financial advisors does Pearl Wealth Group have?
Pearl Wealth Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Pearl Wealth Group invest in?
At the end of its last fiscal year, Pearl Wealth Group’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local 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 Pearl Wealth Group?
Pearl Wealth Group’s direct owners are William Blackston (50% to 75%) and Valerie Blackston (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 June 2026
How does Pearl Wealth Group get paid?
Pearl Wealth Group 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
How do I contact Pearl Wealth Group?
Its phone number is 616-726-2090. Its website is pearlwealthgroup.com.