Papamarkou Wellner Perkin Advisors

Overview

Papamarkou Wellner Perkin Advisors is an SEC registered investment adviser based in New York, NY, registered since 2004. It reports $358M in assets under management across 108 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$358M

Discretionary

69%

Accounts

108

Average account

$3.3M

Employees

11

Advisory reps

8

Registered since

2004

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Karl Gert Wellner Chairman, Chief Executive Officer, Director CRD 4640763
• Thorne Lewis Perkin President CRD 4016951
• Bryon Harold Lyons Chief Compliance Officer CRD 2798054

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Anastasios Adam Registered Rep · Investment Adviser Rep CRD 2543337
• Donik Sarkis Arabyan Investment Adviser Rep CRD 7434422
• Lorenzo Lyndon Lorenzotti Registered Rep · Investment Adviser Rep CRD 2674304

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

430 Park Ave Fl 17
New York, NY 10022

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: papamarkou.com

Every state, with registration dates

Similar firms near New York

• J.P. Morgan Investment Management Inc.New York, NY$3.5T AUM
• Goldman Sachs Asset Management, L.P.New York, NY$2.6T AUM
• Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY$1.8T AUM
• Blackrock Financial Management, IncNew York, NY$1.6T AUM
• Blackrock Advisors, LLCNew York, NY$1.1T AUM