$102.9M Total AUM
$102.7M Disc. AUM
-- 3Y CAGR
4 Employees
273 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave legacyRadial atlas +more
- Established Date
- 01-01-2021
- Office Locations
- 2
Office Locations
-- Caledonia MI
-- Palm Harbor FL
About Pearl Wealth Group
Pearl Wealth Group is a retirement-focused advisory firm helping individuals build coordinated plans using investment strategies and insurance solutions to address income, protection, and long-term goals. The team promotes a proprietary “Retirement EKG” and “ROCK” approach featured in founder Drew Blackston’s educational materials, and works with major custodians including Schwab and Fidelity.
Team overview
-- AVG AGE
$51.5M AVG AUM / ADVISOR
$377.0K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Capital peak Legacy insight
Custodian
Meridian legacy Zenith Ridge vector
Investment Themes
Summit Beacon Bridge
Investment Vehicles
Delta
Platform
Pioneer fusion
Services
Bridge matrix Focus Capital pathway Quantum Ember Wave Legacy Signal unison Crest Atlas
Technology
Crest legacy Meridian ember North Optima vector
Owner & Executives
V
VALERIE MICHELLE BLACKSTON
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(825) 688-4362
alpha.matrix@harborcapital.com
in linkedin.com/in/unison-vertex
W
WILLIAM ANDREW BLACKSTON
Chief Compliance Officer, Owner
- CRD
- #5898822
- Ownership
- 50% but less than 75%
(252) 379-2292
alpha.foundation@signalcapital.com
in linkedin.com/in/element-horizon
Showing 2 of 2 owners & executives
Unlock allContacts
M
MATTHEW WILLIAM MCKEOWN SR.
--
- CRD
- #4569178
(515) 844-5127
legacy.prime@radialcapital.com
in linkedin.com/in/pathway-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,675,956 | $168,046 |
| Non-Discretionary | $233,044 | $233,044 |
| Total | $102,909,000 | $168,152 |
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Separately Managed Accounts
Total SMA Asset: $102,909,000
Public Funds:
16.5% Equity - Exchange:
24.5% Cash:
6.7% Corporate - Investment Grade:
21.2% Municipal Bonds:
25.8% U.S. Government/Agency:
5.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,472,293,188 | 16.5% |
| Equity - Exchange | $2,186,132,310 | 24.5% |
| Cash | $597,840,264 | 6.7% |
| Corporate - Investment Grade | $1,891,673,672 | 21.2% |
| Municipal Bonds | $2,302,131,167 | 25.8% |
| U.S. Government/Agency | $472,918,420 | 5.3% |
| Total | $8,922,989,021 | 100.0% |