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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-17-2024
- Office Locations
- 1
Office Locations
About Perennial Wealth Advisors, LLC
Perennial Wealth Advisors is a fee-based, fiduciary RIA providing comprehensive financial planning and investment management, including tax and estate planning, retirement income strategy, and real estate investing. The firm serves individuals and families (often business owners) seeking an ongoing, long-term advisor relationship and also offers specialized agriculture and ranch advising. Portfolios are managed through Schwab; the team includes a CFP professional.
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Owner & Executives
EDWARD LEE HEDGECOKE
Managing Member
- CRD
- #4098231
- Ownership
- 75% or more
Kinsey Suzanne Burrus
Managing Member, Principal
- CRD
- #6838271
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,600,131 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,600,131 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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