# PEARL WEALTH LLC

PEARL WEALTH LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 299508
- Type: SEC-registered investment adviser
- SEC file number: 801-121119
- Location: 915 NW 19TH AVE SUITE F, PORTLAND, OR, 97209
- Phone: (503) 223-2539
- Latest filing: 2026-03-27
- Regulatory AUM: $156.3M
- Discretionary AUM: $149.2M
- Non-discretionary AUM: $7.2M
- Clients: 4
- Accounts: 337

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299508/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299508/similar
- Related entities: https://search.stillhousedata.com/firm/299508/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299508

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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.