$129.9M Total AUM
$129.9M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
-- Boulder CO
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
-- AVG AGE
$129.9M AVG AUM / ADVISOR
$7.6M AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Foundation Pathway pathway
Asset Classes
Summit capital Peak beacon Frontier crest Signal Eagle timber Horizon Atlas vector North horizon
Client Personas
Atlas
Custodian
Ridge Summit oak Vector Fusion Momentum
Fund Managers
Prime matrix Beacon element
Investment Themes
Matrix Foundation Focus Value wave Ridge
Investment Vehicles
Delta pathway Ember signal
Platform
Zenith north
Services
Pioneer peak Eagle Oak unison Atlas Glacier Glacier zenith Value vertex
Owner & Executives
DEBRA HERZ HUTTNER
Founder
- CRD
- #6244041
- Ownership
- 75% or more
(400) 817-9984
vital.oak@valuecapital.com
in linkedin.com/in/vertex-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,900,328 | $1,273,533 |
| Non-Discretionary | $0 | -- |
| Total | $129,900,328 | $1,273,533 |
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Separately Managed Accounts
Total SMA Asset: $129,900,328
Public Funds:
6.8% Equity - Exchange:
14.3% Equity - OTC:
10.6% Other:
8.0% Municipal Bonds:
23.3% Cash:
5.6% Corporate - Investment Grade:
12.0% Sovereign Bonds:
19.4% | 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% |