Perissos Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Perissos Private Wealth Management reports 264 clients. They include 152 individual clients, 72 other investment advisers and 38 high-net-worth individuals. Of its assets, 100.0% ($167M across 550 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 36% |
| High-net-worth individuals | 14% | 50% |
| Other investment advisers | 27% | 13% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $60.1M | 36.0% | $396K |
| High-net-worth individuals | 38 | $83M | 49.7% | $2.19M |
| Other investment advisers | 72 | $22.2M | 13.3% | $308K |
| Corporations and other businesses | Fewer than 5 | $1.7M | 1.0% | $852K |
| Total | 264 | $167M | 100% | — |
- Clients
- 152
- Regulatory AUM
- $60.1M
- AUM share
- 36.0%
- Avg. per client
- $396K
- Clients
- 38
- Regulatory AUM
- $83M
- AUM share
- 49.7%
- Avg. per client
- $2.19M
- Clients
- 72
- Regulatory AUM
- $22.2M
- AUM share
- 13.3%
- Avg. per client
- $308K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.7M
- AUM share
- 1.0%
- Avg. per client
- $852K
Total
- Clients
- 264
- Regulatory AUM
- $167M
- 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
- 0
Perissos Private Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Planning fees run $800 to $10,000 for comprehensive or modular plans, or $150 per hour; plan updates are $150 to $800.
- Portfolio Consulting Services
- Portfolio consulting is charged at an hourly fee of $100 to $300, negotiable, and is due on completion of the services.
Brandon Vanlandingham owns 75% or more of Perissos Private Wealth Management. The leadership team of Perissos Private Wealth Management includes Chief Compliance Officer Brandon Vanlandingham. It has 2 employees.
Leadership
- Brandon VanlandinghamManaging Member/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Perissos Private Wealth Management, LLC
Brandon Vanlandingham
Control person · since April 2015
Perissos Private Wealth Management’s regulatory assets grew from $142M (March 2024) to $167M (June 2026); clients fell from 559 to 264 and employees from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $167M | 264 | 2 | 3 |
| May 2025 | $165M | 196 | 3 | 3 |
| March 2024 | $142M | 559 | 3 | 4 |
Besides its headquarters, Perissos Private Wealth Management has 2 offices, with 3 listed addresses in Oklahoma.
Oklahoma · 3 listed addresses
- 4107 N Council RD Building A2, BethanyHQ
- 1909 Main Street, Woodward
- 14809 Carlingford Way, Edmond
Other business names
Perissos Private Wealth Management has reported 2 other business names to the SEC.
- Falcon Financial of Oklahoma LLC
- Perissos Investment Management
Contact and registration details
- Legal name
- Perissos Private Wealth Management, LLC
- Headquarters
- 4107 N Council RD Building A2, Bethany, OK 73008
- Website
- perissosprivatewealth.com
- Phone
- 405-212-9690
- SEC file
- 801-129994
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Perissos Private Wealth Management uses Charles Schwab ($158M) as custodian for its separately managed accounts. Perissos Private Wealth Management has custody of $48.3M in client assets for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $158M100%
At year end, Perissos Private Wealth Management’s separately managed accounts were mostly in funds (77%) and stocks (20%). Its reported 13F holdings for the quarter ended 31 March 2026 total $115M across 71 positions; the largest are Blackstone Secd Lending FD (5.3%), iShares TR (5.3%) and Invesco Actvely Mngd Etc FD (5.2%).
What the accounts hold
- Stocks20%
- Funds77%
- Cash3%
Reported 13F holdings
- $115M
- Reported 13F value
- 71
- Positions
- 47.2%
- In the 10 largest
- —
- Value vs. prior quarter
- Blackstone Secd Lending FD5.3%
- iShares TR · Tips BD ETF5.3%
- Invesco Actvely Mngd Etc FD · Optimum Yield5.2%
- J P Morgan Exchange Traded F · Equity Premium5.2%
- Invesco Actvely Mngd Etc FD · Agri Cmdty Stra4.9%
- Select Sector SPDR TR · State Street Ene4.6%
- J P Morgan Exchange Traded F · Ultra Shrt ETF4.3%
- iShares TR · Core S&P500 ETF4.3%
- Schwab Strategic TR · US Lcap GR ETF4.2%
- SPDR Gold TR · Gold Shs3.9%
Together, the ten largest are 47.2% of reported value.
How many clients does Perissos Private Wealth Management have?
Perissos Private Wealth Management has 264 clients and manages $167 million for them, as of June 2026. They include 152 individual clients, 72 other investment advisers and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026
What services does Perissos Private Wealth Management offer?
Perissos Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Perissos Private Wealth Management charge?
Perissos Private Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: PERISSOS PRIVATE WEALTH MANAGEMENT, LLC ADV PART 2 DISCLOSURE BROCHURE, filed 20 March 2026
Which custodians does Perissos Private Wealth Management use?
Perissos Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $158M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026
How many financial advisors does Perissos Private Wealth Management have?
Perissos Private Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Perissos Private Wealth Management invest in?
At the end of its last fiscal year, Perissos Private Wealth Management’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Perissos Private Wealth Management?
Perissos Private Wealth Management’s direct owner is Brandon Vanlandingham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 June 2026
How does Perissos Private Wealth Management get paid?
Perissos Private Wealth Management 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 Perissos Private Wealth Management?
Perissos Private Wealth Management’s main office is at 4107 N Council RD Building A2, Bethany, OK 73008. Its phone number is 405-212-9690. Its website is perissosprivatewealth.com.