CRD: 217514
Perissos Private Wealth Management
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2015
- Office Locations
- 2
Office Locations
About Perissos Private Wealth Management
Perissos Private Wealth Management is an Oklahoma state-registered, fee-based RIA integrating financial, tax and estate planning with professional investment management and family office support for affluent families and retirees. The firm uses a disciplined, research-driven, risk-managed approach designed to minimize drawdowns versus traditional buy-and-hold. Advisors act as fiduciaries and do not sell commission products; founder/CIO Brandon VanLandingham is a CFA/CMT/CFP.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON HEATH VANLANDINGHAM
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #5085574
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTI SUZANNE POWELL
Owner
- CRD
- #5379104
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,076,989 | $303,776 |
| Non-Discretionary | $0 | -- |
| Total | $167,076,989 | $303,776 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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