SourcingSourcing

PEARL WEALTH LLC

B58
CRD 299508·SEC 801-121119·PORTLAND, OR
AUM
$156.3M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$469K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEARL WEALTH LLC
CRD
299508
SEC file #
801-121119
EIN
—
DBA names
—

Economics

AUM
$156.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$104.1M → $156.3M▲ +50%
Client mix
Individuals Other59
Individuals High Net Worth46
Charitable Organizations11

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
pearlwealthllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLEN, KORI, LINN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ALLEN, KORI, LINN
COLE, GRETCHEN, LYNNE
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
ok
Rdap Domain
PEARLWEALTHLLC.COM
Rdap Domain Creation Date
2018-10-23T00:12:34Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-23T00:12:34Z
Rdap Domain Last Changed
2025-09-23T08:41:36Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1845744
Trust Company Affiliate
No

People (2)

2
ALLEN, KORI, LINN
IAR · Direct Owner · 87.5%
1845744
COLE, GRETCHEN, LYNNE
IAR · Executive Officer · 2.5%
4194331