Dakota
Dakota
Book a Demo
Talk to an Expert

Pereon Wealth, LLC

EST. AUM
$180,571,500

CONTACTS
3

CLIENT ACCOUNTS
571

Firm Details

Metro area San Francisco
CRD Number 338908
Website pereonwealth.com
Client types

Overview

Pereon Wealth is an independent registered investment advisory firm providing comprehensive wealth management and financial planning services to individuals, families, and business owners. The firm focuses on delivering personalized investment strategies aligned with clients’ long-term financial goals, risk tolerance, and overall financial circumstances. Its investment approach emphasizes disciplined asset allocation, diversification, and ongoing portfolio management within a fiduciary framework.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy