DBA: PERISSOS PRIVATE WEALTH MANAGEMENT
| Total AUM | $167.1M |
| Discretionary | $167.1M100% of AUM |
| Client Accounts | 550 |
| Avg Account Size | $304K |
| Employees | 2 |
| Peak AUM | $167.1MMar 2026 |
| AUM CAGR | +8.6% /yrover 2 yrs · 7 filings |
Total AUM
$167M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $167M | +1.3% | +8.6% | — | |
| Discretionary AUM | $167M | ||||
| Total AUM | $167.1M |
| Discretionary | $167.1M |
| Employees | 2 |
| Client Accounts | 550 |
| Client Range | 0 |
Address
4107 N COUNCIL RD BUILDING A2
BETHANY OK 73008
Phone
405-212-9690
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$167M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +1.3% |
| +8.6% |
| — |
| Total Accounts | 550 | 0.7% | 0.8% | — |
| Avg Account Size | $303,776.344 | +2.1% | +9.5% | — |
| Employees | 2 | 33.3% | 18.4% | — |
| AUM / Employee | $84M | +52.0% | +33.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $143M | +0.6% | +9.3% | — | |
| Institutional AUM | $2M | +14.9% | +27.8% | — | |
| Other AUM | $22M | +5.4% | +3.2% | — | |
Client Count Segments | |||||
| HNW Clients | 152 | 2.6% | 40.1% | — | |
| Institutional | 2 | 33.3% | 0.0% | — | |
| Individuals | 38 | +5.6% | +49.6% | — | |