PEREON WEALTH LLC is an SEC-registered investment adviser (CRD 338908). Regulatory assets under management: $180.6M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Michael David Tanney | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |