$27.1M Total AUM
$27.1M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-2012
- Office Locations
- 1
Office Locations
-- Sammamish WA
About Percension Wealth Advisors, LLC
Percension Wealth Advisors, LLC is a Washington-based RIA serving retail clients with financial and investment planning, portfolio construction, and insurance/life insurance guidance. The firm emphasizes asset allocation and active management, with ETF-centric portfolios, custodied at Charles Schwab, and reports use of the Black Diamond platform.
Team overview
-- AVG AGE
$27.1M AVG AUM / ADVISOR
$347.4K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Zenith Zenith Glacier
Custodian
Zenith bridge Frontier
Investment Themes
Signal beacon Signal legacy
Investment Vehicles
Vector wave Delta
Platform
Harbor element
Services
Crest Delta Horizon pathway Timber delta North
Owner & Executives
B
BRIAN EUGENE BETZ
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5740648
- Ownership
- 75% or more
(518) 508-4799
delta.summit@capitalcapital.com
in linkedin.com/in/timber-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,100,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,201,688,316 | 100.0% |
| Total | $6,201,688,316 | 100.0% |