P
$92.3M Total AUM
$92.3M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2007
- Office Locations
- 1
Office Locations
-- Waxhaw NC
About Perpetual Wealth Advisors, L.l.c.
Perpetual Wealth Advisors, L.L.C. is a retail RIA in Waxhaw, NC providing financial planning and discretionary asset management, including estate and tax planning and insurance guidance. The firm focuses on diversified asset allocation using public funds/mutual funds across equity and fixed income, with risk management and thematic exposure (e.g., real estate, infrastructure, emerging markets) as appropriate. Custodied at Schwab and TD Ameritrade.
Team overview
47 AVG AGE
$92.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Quantum Glacier horizon Legacy
Investment Themes
Pioneer fusion Legacy capital Ridge insight
Investment Vehicles
Glacier ridge
Services
Unison pioneer Glacier matrix Matrix foundation Peak Legacy Quantum
Owner & Executives
THOMAS JOSEPH NARDOZZI
President
- CRD
- #5325664
- Ownership
- 75% or more
(345) 829-8839
insight.frontier@harborcapital.com
in linkedin.com/in/bridge-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,298,558 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,298,558 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,298,558
Public Funds:
11.0% Derivatives:
6.3% Cash:
26.3% Equity - Exchange:
23.1% U.S. Government/Agency:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $349,048,790 | 11.0% |
| Derivatives | $199,909,761 | 6.3% |
| Cash | $834,543,925 | 26.3% |
| Equity - Exchange | $733,002,458 | 23.1% |
| U.S. Government/Agency | $1,056,665,882 | 33.3% |
| Total | $3,173,170,816 | 100.0% |