This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
About Pearl Wealth LLC
Pearl Wealth is an independent, fiduciary RIA based in Boulder, CO focused on relationship-driven advice. The firm offers wealth management and financial planning, including investment planning, tax and estate planning, insurance guidance, charitable giving, and senior care planning. Portfolios emphasize ETFs and public funds with risk-managed asset allocation across public equity and fixed income, with some private funds exposure. Custodied at Charles Schwab & Co.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DEBRA HERZ HUTTNER
Chief Compliance Officer, Founder, President
- CRD
- #6244041
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,900,328 | $1,273,533 |
| Non-Discretionary | $0 | -- |
| Total | $129,900,328 | $1,273,533 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $129,900,328
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $54,856,389 | 6.8% |
| Equity - Exchange | $115,359,759 | 14.3% |
| Equity - OTC | $85,511,429 | 10.6% |
| Other | $64,536,928 | 8.0% |
| Municipal Bonds | $187,963,803 | 23.3% |
| Cash | $45,175,850 | 5.6% |
| Corporate - Investment Grade | $96,805,392 | 12.0% |
| Sovereign Bonds | $156,502,049 | 19.4% |
| Total | $806,711,599 | 100.0% |