$156.3M Total AUM
$149.2M Disc. AUM
-- 3Y CAGR
4 Employees
116 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2019
- Office Locations
- 2
Office Locations
915 NW 19th AVE Suite F Portland OR
-- Portland OR
About Pearl Wealth LLC
Pearl Wealth LLC is a Portland, OR RIA providing holistic financial planning and discretionary portfolio management, serving individuals and entrepreneurs as a long-term "coach and counselor." Portfolios lean on ETFs alongside municipal and other fixed income, with an emphasis on asset allocation, risk management, and socially responsible options. Custodied at Charles Schwab and built on Orion.
Team overview
53 AVG AGE
$78.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Matrix Unison
Client Personas
Glacier insight
Custodian
Fusion summit
Investment Themes
Vital Glacier vertex Summit quantum Atlas
Investment Vehicles
Alpha momentum
Platform
Alpha matrix
Services
Optima Focus delta Catalyst beacon Capital Peak Pathway Meridian pioneer
Owner & Executives
KORI LINN ALLEN
Co-founder, Investment Advisor, Managing Director
- CRD
- #1845744
- Ownership
- 75% or more
(820) 410-1388
delta.atlas@vertexcapital.com
in linkedin.com/in/oak-frontier
GRETCHEN LYNNE COLE
Founder
- CRD
- #4194331
- Ownership
- Less than 5%
(891) 574-5134
radial.pioneer@legacycapital.com
in linkedin.com/in/horizon-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,156,021 | $521,525 |
| Non-Discretionary | $7,189,567 | $140,972 |
| Total | $156,345,588 | $463,933 |
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Separately Managed Accounts
Total SMA Asset: $156,345,588
Equity - Exchange:
25.9% Municipal Bonds:
12.4% Public Funds:
27.1% Cash:
6.9% Corporate - Investment Grade:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $467,097,928 | 25.9% |
| Municipal Bonds | $223,629,896 | 12.4% |
| Public Funds | $488,739,531 | 27.1% |
| Cash | $124,439,216 | 6.9% |
| Corporate - Investment Grade | $499,560,332 | 27.7% |
| Total | $1,803,466,903 | 100.0% |