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PERIOPE, LC

ST. GEORGE, UT · CRD 144256 · IAPD ↗ · periope.com · 435-634-9008

$177.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2025 — PERIOPE, LC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2024 — PERIOPE, LC (ST. GEORGE, UT) is newly SEC-registered with $124.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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