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PEARL WEALTH GROUP

· CRD 326283 · IAPD ↗ · (616) 726-2090

$102.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — PEARL WEALTH GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2026 — PEARL WEALTH GROUP (location n/a) is newly SEC-registered with $102.9M 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.