# CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC of FORT MYERS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 148892
- Type: SEC-registered investment adviser
- SEC file number: 801-79808
- Location: 12140 CARISSA COMMERCE COURT, SUITE 104, FORT MYERS, FL, 33966
- Phone: 239-482-8002
- Latest filing: 2021-03-12
- Regulatory AUM: $478.0M
- Discretionary AUM: $453.0M
- Non-discretionary AUM: $25.0M
- Clients: 6
- Accounts: 101

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| CASE THOMAS DEWEY | MANAGING MEMBER; MANAGING MEMBER - PRINCIPAL; PRINCIPAL | — |
| PEARLMAN DENNIS MARC | MANAGING MEMBER; MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER - PRINCIPAL (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148892/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148892/similar
- Related entities: https://search.stillhousedata.com/firm/148892/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148892

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.