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PAPAMARKOU WELLNER PERKIN ADVISORS

NEW YORK, NY · CRD 131796 · IAPD ↗ · papamarkou.com · 212-223-2020

$357.5MRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PAPAMARKOU WELLNER PERKIN ADVISORS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
January 2025 — PAPAMARKOU WELLNER PERKIN ADVISORS notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.