Perry
Streett

Transparent Wealth Partners LLC

CRD#7324680
Investment Advisor
in Little Rock, AR

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About this Advisor

Perry Streett is a financial advisor operating in Little Rock, Arkansas with a total of 2 years of industry experience. Streett currently works for Transparent Wealth Partners LLC. Throughout their career, Streett has worked at Transparent Wealth Partners LLC, Insight Wealth, Northwestern Mutual, University Of Arkansas At Little Rock, The Country Club Of Little Rock, University Of Arkansas and Little Rock Catholic High School. Streett maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Arkansas. Transparent Wealth Partners LLC is a registered investment firm that has its headquarters in Little Rock, AR. It oversees $189 million in assets under management across its 577 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 577 accounts, 25% belong to high-net-worth investors who have more than $1 million in investable assets. Transparent Wealth Partners LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on the type of financial services offered. However, fee types billed by Transparent Wealth Partners LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8315 Cantrell Road Suite 240
Little Rock, AR 72227

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Transparent Wealth Partners LLC Brokerage Details

Total Assets Under Management

$188,773,400

AR Average: $880,205,985
Total Number of Employees

4

AR Average: 42
Total Number of Accounts

577

AR Average: 1,714
Average Account Size

$327,164

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Perry Streett Work History

Perry has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Transparent Wealth Partners LLC

2019 - 2019 (< 1 year)

Insight Wealth

2018 - 2019 (1 year)

Northwestern Mutual

2018 - 2018 (< 1 year)

University Of Arkansas At Little Rock

2017 - 2018 (1 year)

The Country Club Of Little Rock

2016 - 2017 (1 year)

University Of Arkansas

2015 - 2016 (1 year)

The Country Club Of Little Rock

2012 - 2015 (3 years)

Little Rock Catholic High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Perry Streett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transparent Wealth Partners LLC

Perry Streett
Little Rock, AR
David Meador
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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