The PERENNIAL WEALTH ADVISORS is a privately held investment adviser that advises $2.5Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PERENNIAL WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 381.99% over the last 5-years.
The Group has been registered with the SEC for 9.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 11620 WILSHIRE BOULEVARD SUITE 400, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 71 employees comprised of 39 investment and 32 non-investment staff. The total number of Employees increased by 294.44% over the last 5-years.
Their $2.5Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 160 other accounts. Assets of High Net Worth Individuals clients own $1.84Bn or 73.56% of Total Assets and Individuals own $489.01mn or 19.57% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PERENNIAL WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.