PEARL WEALTH GROUP, LLC

PEARL WEALTH GROUP, LLC is an SEC-registered investment adviser (CRD 326283). Regulatory assets under management: $102.9M.

Registration

• CRD: 326283
• SEC file number: 801-135321
• Type: Registered investment adviser
• Phone: (616) 726-2090
• Latest filing: 2026-06-05
• Regulatory AUM: $102.9M
• Discretionary AUM: $102.7M
• Non-discretionary AUM: $233K
• Clients: 4
• Accounts: 612

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326283 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search