Perla Wealth is an investment advisory firm located in Colorado that helps clients build, manage, and preserve their wealth. The firm specializes in retirement investing and income generation, creating customized investment portfolios using mutual funds, exchange-traded funds, cash, alternative investments, and individual bonds and equities. Perla Wealth manages accounts on a discretionary basis, meaning the team makes trades on your behalf based on your goals and risk tolerance without needing approval for every transaction. In addition to investment management, Perla Wealth offers financial planning services covering personal finances, taxes, investments, insurance, retirement, and estate planning through a separate agreement and fee. The firm also provides retirement plan consulting for employer-sponsored plans. Perla Wealth is owned by Graceful Rose LLC, CthruHD Capital LLC, and Perla Owner LLC, and was founded in July 2026.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.55% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are blended and negotiable based on the size and number of accounts managed.