SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Papamarkou Wellner Perkin Advisors
New York, NY
Papamarkou Wellner Asset Management, Inc., CRD 131796
Firm filing updated March 31, 2026 ·
- $357.5MAssets
- 11Advisory staff
- 108Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals96
- Corporations or other businesses11
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 96 | $322.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $14.2 million |
| Charitable organizations | Fewer than 5 clients | $3.0 million |
| Corporations or other businesses not listed above | 11 | $18.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
See all 5 services
- Publication of periodicals or newsletters
- Other: "ADVICE ON ASSET ALLOCATION"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Other: "ADVICE ON ASSET ALLOCATION"
Assets and accounts
- Regulatory assets$357.5 million
- Accounts108
- Discretionary$245.3 million · 82 accounts
- Non-discretionary$112.2 million · 26 accounts
People
- Employees11
- Advisory staff11
- Broker-dealer reps8
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Papamarkou Wellner Asset Management, Inc. SEC-registered investment advisor. CRD 131796, SEC file 801-63317.
- Registered with the SEC as an investment advisor (status date on record: July 21, 2004).
Is Papamarkou Wellner Perkin Advisors a fiduciary?
Short answer: Papamarkou Wellner Perkin Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 8 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.