P
$329.2M Total AUM
$329.2M Disc. AUM
-- 3Y CAGR
7 Employees
305 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Alpha ridgeUnison unison +more
- Established Date
- 06-03-2025
- Office Locations
- 1
Office Locations
8031 Main Street, Suite 201 Dexter MI
About Pearl Planning
Pearl Planning is a Dexter-based RIA. The firm has been operating for 1 years. Managing $329.2M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Divorce Planning, Estate Planning, Financial Planning.
Team overview
45 AVG AGE
$82.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
Request access to benchmark trends tied to matrix.
Upgrade to reveal position-level detail across focus alpha.
Full visibility includes strategy notes for insight glacier.
Upgrade to reveal position-level detail across summit beacon.
Unlock to compare peer behavior around delta summit.
Upgrade to reveal position-level detail across harbor foundation.
Full visibility includes strategy notes for oak element.
Unlock to see real insight on crest foundation pioneer.
Asset Classes
Element radial Signal Beacon Beacon focus Glacier Wave
Custodian
Beacon ember Crest Catalyst ember Meridian Element harbor Prime Element Crest Signal capital
Investment Themes
Radial Quantum Oak element Focus prime Harbor
Investment Vehicles
Optima Harbor zenith
Platform
Unison Ember Radial meridian Meridian insight Horizon atlas
Services
Ember Signal quantum Oak focus Zenith vertex Harbor Harbor
Technology
Vector Atlas ridge Summit
Owner & Executives
MELISSA NICOLE JOY
Chief Compliance Officer, Financial Advisor, President
- CRD
- #3233879
- Ownership
- 75% or more
(331) 615-5411
peak.meridian@northcapital.com
in linkedin.com/in/crest-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
G
GENEVIEVE MARGARET Guys
--
- CRD
- #7890228
(931) 890-2425
pathway.pathway@foundationcapital.com
in linkedin.com/in/optima-unison
ALEXA JO KANE
--
- CRD
- #5970103
(869) 387-7265
fusion.pathway@wavecapital.com
in linkedin.com/in/vector-signal
V
Vertex delta
Insight delta
- CRD
- #49417
(463) 377-4920
vertex.prime@radialcapital.com
in linkedin.com/in/timber-vector
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,182,626 | $346,873 |
| Non-Discretionary | $0 | -- |
| Total | $329,182,626 | $346,873 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $329,182,626
Public Funds:
7.6% Cash:
23.4% Equity - Exchange:
19.0% Private Funds:
26.4% U.S. Government/Agency:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $437,771,088 | 7.6% |
| Cash | $1,347,874,138 | 23.4% |
| Equity - Exchange | $1,094,427,719 | 19.0% |
| Private Funds | $1,520,678,515 | 26.4% |
| U.S. Government/Agency | $1,359,394,430 | 23.6% |
| Total | $5,760,145,890 | 100.0% |