# PERK PLANNING

PERK PLANNING of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 166369
- Type: SEC-registered investment adviser
- Location: 25 WEST MAIN, MADISON, WI, 53703
- Phone: 608-628-8730
- Latest filing: 2026-02-17
- Clients: 2

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166369/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166369/similar
- Related entities: https://search.stillhousedata.com/firm/166369/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166369

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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.