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PEARL WEALTH LLC

PORTLAND, OR · CRD 299508 · IAPD ↗ · pearlwealthllc.com · (503) 223-2539

$156.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — PEARL WEALTH LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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