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MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

SKOKIE, IL · CRD 319408 · IAPD ↗ · mirrettiperryman.com · 847-983-0123

$178.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
December 2025 — MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC reported RAUM up 25% ($128.6M -> $161.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC now reports custody of client assets ($132.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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