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Perch Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website perchwealth.com
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Overview

Perch Wealth provides investment expertise with a focus on alternative investments and tax-deferral strategies. The firm offers guidance in areas such as 1031 exchange-eligible Delaware Statutory Trusts (DSTs), Tenant-in-Common (TIC) properties, and various private real estate syndications. The company emphasizes its experience in identifying investment opportunities designed for income, growth, and tax efficiency, particularly for accredited real estate investors.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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