$180.6M Total AUM
$180.6M Disc. AUM
-- 3Y CAGR
7 Employees
132 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian peak
- Established Date
- 11-25-2025
- Office Locations
- 1
Office Locations
-- NEW York NY
About Pereon Wealth LLC
Pereon Wealth LLC is a NEW York-based RIA. The firm has been operating for 0 years. Managing $180.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$180.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.5 yrs AVG TENURE
7 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
North Element momentum Crest
Client Personas
Summit Fusion value
Custodian
Harbor wave Horizon
Investment Themes
Prime element Vertex quantum
Investment Vehicles
Eagle crest
Platform
Alpha zenith North Timber horizon
Services
Pioneer unison Signal Horizon Signal Focus Capital Timber zenith Quantum glacier
Technology
Vector
Owner & Executives
MICHAEL DAVID TANNEY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5124163
- Ownership
- Less than 5%
(958) 226-3358
foundation.fusion@primecapital.com
in linkedin.com/in/ridge-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,571,500 | $316,237 |
| Non-Discretionary | $0 | -- |
| Total | $180,571,500 | $316,237 |
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Separately Managed Accounts
Total SMA Asset: $180,571,500
Equity - OTC:
8.4% Equity - Exchange:
16.9% Corporate - Investment Grade:
15.5% Public Funds:
17.7% Municipal Bonds:
14.9% Private Funds:
4.1% U.S. Government/Agency:
7.6% Other:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $146,735,461 | 8.4% |
| Equity - Exchange | $295,217,773 | 16.9% |
| Corporate - Investment Grade | $270,761,863 | 15.5% |
| Public Funds | $309,192,579 | 17.7% |
| Municipal Bonds | $260,280,759 | 14.9% |
| Private Funds | $71,620,880 | 4.1% |
| U.S. Government/Agency | $132,760,655 | 7.6% |
| Other | $260,280,760 | 14.9% |
| Total | $1,746,850,730 | 100.0% |