Perissos Private Wealth Management offers comprehensive wealth management services, unifying financial planning, tax planning, estate planning, and investment management into a cohesive strategy.

Perissos Private Wealth Management

Founder/Chief Investment Officer

Brandon VanLandingham, CFA, CMT

Vice President

Bethany Tanner

Senior Vice President, Wealth Advisor

Matt Renick

Oklahoma Companies With Less Than $50M in Revenue

Personal Finance Companies With Fewer Than 1000 Employees

Retirement Companies With Less Than $10M in Revenue

Retirement Companies With Fewer Than 10 Employees

Perissos  Private Wealth Management is a portfolio management firm that specializes in tactical investment management using rule-based strategies. To offer clients a customized approach to investment and retirement planning that puts clients' interests first

Oklahoma City

Oklahoma

United States

North America

Perissos Private Wealth Management offers financial planning, tax planning, estate planning, and investment management services. The firm aims to provide an integrated approach to wealth management, focused on affluent families.

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Perissos Private Wealth Management