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Perissos Private Wealth Management Logo
Perissos Private Wealth Management CB Rank
695442
Heat Score
68
Perissos Private Wealth Management offers professional investment management, retirement planning, and financial services.
Founded
obfuscation
Private Oklahoma City, Oklahoma, United States1-10 perissosprivatewealth.com/
Financial Services
Personal Finance
Retirement
Wealth Management
Overview

Perissos Private Wealth Management
Heat Score
68

Growth Score
pts
in past quarter
Heat Score 68
8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Perissos Private Wealth Management

CB Rank
695442
Perissos Private Wealth Management offers professional investment management, retirement planning, and financial services.
Founded
obfuscation
Private Oklahoma City, Oklahoma, United States1-10 perissosprivatewealth.com/
Financial Services
Personal Finance
Retirement
Wealth Management

Details

Legal Name Perissos Private Wealth Management
Operating Status Active
Company Type For Profit
About the Company
Perissos Private Wealth Management is a portfolio management firm that specializes in tactical investment management using rule-based strategies. To offer clients a customized approach to investment and retirement planning that puts clients' interests first
Phone Number +1 405 212 9690
Contact Email brandon@perissosprivatewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

Monthly Web Visits

78

IT Spend

$111KThis year, Perissos Private Wealth Management is projected to spend $111K on IT, according to Aberdeen.

Active Website Tech Count

35Perissos Private Wealth Management is actively using 35 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Perissos Private Wealth Management's headquarters? Perissos Private Wealth Management is located in Oklahoma City, Oklahoma, United States.Who are Perissos Private Wealth Management's competitors? Alternatives and possible competitors to Perissos Private Wealth Management may include Cresset, Pinnacle Financial Partners, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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