{"url":"https://nivawealth.com/firms/perissos-private-wealth-management-217514","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/217514","regulatoryAum":167076989,"crd":"217514","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5379104","suffix":null,"lastName":"POWELL","firstName":"CHRISTI","middleName":"SUZANNE"},{"crd":"5085574","suffix":null,"lastName":"VANLANDINGHAM","firstName":"BRANDON","middleName":"HEATH"}],"total":2,"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":"2024-03-25","regulatoryAum":141653826,"clients":559,"employees":3,"offices":4},{"filedOn":"2025-05-20","regulatoryAum":164879652,"clients":196,"employees":3,"offices":3},{"filedOn":"2026-06-02","regulatoryAum":167076989,"clients":264,"employees":2,"offices":3}],"secFileNumber":"801-129994","legalName":"Perissos Private Wealth Management, LLC","displayName":"Perissos Private Wealth Management","slug":"perissos-private-wealth-management-217514","website":"https://perissosprivatewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/perissos-private-wealth-management/about/","founded":null,"organization":"Oklahoma limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4107 N Council RD Building A2","city":"Bethany","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"73008"},"tradeNames":["Falcon Financial of Oklahoma LLC","Perissos Investment Management"],"registration":{"secApproved":"23 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":753489.2578947368,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":167076989,"discretionary":167076989,"discretionaryAccounts":550,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":152,"regulatoryAum":60122324},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":83040635},{"label":"Other investment advisers","clients":72,"regulatoryAum":22209282},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":1704748}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022950","versionId":1022950,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-20","documentName":"PERISSOS PRIVATE WEALTH MANAGEMENT, LLC ADV PART 2 DISCLOSURE BROCHURE","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Planning fees run $800 to $10,000 for comprehensive or modular plans, or $150 per hour; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Perissos Private Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Perissos Private Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Perissos Private Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Perissos Private Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Perissos Private Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Perissos Private Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Perissos Private Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Perissos Private Wealth Management?","answer":"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. 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