PEARL WEALTH LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 299508). Regulatory assets under management: $156.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Kori Linn Allen | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Gretchen Lynne Cole | MEMBER | — |
| ALLEN KORI LINN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| COLE GRETCHEN LYNNE | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (503) 223-2539 |
| — | — | 1 | (503) 223-2539 |