AP
AP

Alec Michael Perschon

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

6340 South 3000 East, Suite 350, Salt Lake City, UT, 84121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alec is a managing partner at Elevated Private Wealth Advisors, spending full-time hours servicing clients with planning and investments. Alec is also an insurance agent/producer at Elevated Insurance Advisors, dedicating about 10-20% of their time to running quotes and helping clients understand their coverage, and a model at McCarty's Talent Agency, spending minimal time taking pictures and performing tasks.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
June 2023 - Present · 2 yrs 8 mos
Kestra Investment Services, LLCBroker
April 2023 - Present · 2 yrs 10 mos
State Registrations13 states
AZCACOFLIDMDNYOKSCTNUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alec Michael Perschon - Financial Advisor | TrueAdvisor