CRD: 319408
Mirretti Perryman Wealth Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-15-2022
- Office Locations
- 1
Office Locations
About Mirretti Perryman Wealth Strategies, LLC
Mirretti Perryman Wealth Strategies is a Skokie, IL wealth management team affiliated with Raymond James, providing personalized financial planning and portfolio management for business owners, families, retirees, and sudden-wealth clients. The practice emphasizes goal-based advice, asset allocation and risk management, and invests using a mix of ETFs, mutual funds, fixed income and, when appropriate, alternative strategies supported by Raymond James platform resources.
Reported data analysis
What the numbers show
Between November 18, 2025 and March 27, 2026, reported AUM increased 11.1%, from $161.0M to $178.9M.
Across 5 reported observations, AUM increased 48.7% between August 10, 2022 and March 27, 2026, from $120.3M to $178.9M.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 3 advisory representatives and 178 clients, or 59.3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DOMINIC STEPHEN MIRRETTI
Managing Partner, Principal
- CRD
- #4628745
- Ownership
- 50% but less than 75%
TIMOTHY CHRISTIAN PERRYMAN
Managing Partner, Principal
- CRD
- #4401313
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,520,322 | $1,171,277 |
| Non-Discretionary | $4,376,793 | $150,924 |
| Total | $178,897,115 | $1,005,040 |
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Separately Managed Accounts
SMA allocation detail is available
Mirretti Perryman Wealth Strategies, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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