PERCEPTIVE WEALTH ADVISORS LLC

PERCEPTIVE WEALTH ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 304880). Regulatory assets under management: $10.4M.

Registration

• CRD: 304880
• Type: Registered investment adviser
• Location: 5444 WESTHEIMER, HOUSTON, TX, 77056
• Phone: 713-575-2712
• Latest filing: 2026-03-17
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search