SourcingSourcing

PERISSOS PRIVATE WEALTH MANAGEMENT, LLC

B58
CRD 217514·SEC 801-129994·BETHANY, OK
AUM
$167.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$501K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD
217514
SEC file #
801-129994
EIN
473608509
DBA names
Perissos Private Wealth Management

Economics

AUM
$167.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$164.9M → $167.1M▲ +1%
Client mix
Individuals Other152
Other Investment Advisers72
Individuals High Net Worth38
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
BETHANY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
facebook.com/perissosprivatewealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VANLANDINGHAM, BRANDON, HEATH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VANLANDINGHAM, BRANDON, HEATH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002023071
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-05-14
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002023071-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1088
Soi Zip Pct 200k Plus
0.0183
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
441,505
Fdic Zip Total Deposits
5,421,274,000
Fdic Zip Branch Count
122
Fdic Zip Top Banks
First Bethany Bank & Trust
International Bank of Commerce

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4107 N COUNCIL RDBLD A2BETHANY, OK 73008
Business
4107 N COUNCIL RDBLD A2BETHANY, OK 73008
Edgar EIN
473608509
Edgar Recent Filings
13F-HR2026-05-08 · 0002023071-26-000002
13F-HR2026-02-09 · 0002023071-26-000001
Fdic Zip Branches Raw
Peoples National BankOklahoma City, OK
Local Federal Bank, F.S.B.Bethany, OK
Fdic Zip HHI
3681.24
Fdic Zip Top Bank Share Pct
58.1
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,764
Returns2,990
Stub 2
AGI100,210
Returns2,740
Stub 3
AGI83,689
Returns1,370
Soi Zip Total Business Income
22,600
Soi Zip Total Cap Gains
11,600
Soi Zip Total Dividends
4,772
Soi Zip Total Returns
8,730
Top Owner CRD
5085574
Trust Company Affiliate
No

People (2)

2
VANLANDINGHAM, BRANDON, HEATH
IAR · Direct Owner · 87.5%
5085574
CHRISTI SUZANNE POWELL
IAR
5379104