Trisha Bernardo Perez
Investment adviser representative at Bison Wealth, LLC
12 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bison Wealth, LLC.Aug 2026 to now
- Truchoice Financial GroupDec 2025 to now
- Goldenridge Financial Network, LLCMay 2025 to now
- Storm Praise Design & Consulting, LLCApr 2020 to now
- Storm Praise Publishing, LLCApr 2020 to now
- Api Financial Advisors, LLCMay 2026 to Aug 2026
- Tax Free Wealth GroupMay 2024 to Dec 2025
- The Valoram GroupApr 2023 to May 2024
- World Financial GroupApr 2020 to Apr 2023
- UnemployedJan 2020 to Apr 2020
- Storm Praise Design & Consulting, LLCMay 2019 to Dec 2019
- Storm Praise Publishing, LLCNov 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8267745
- Firm CRD
- 299805