Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2020
6 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Peritia Wealth (AFSL) is an exclusive boutique offering for advice professionals adhering to the highest quality standards in the industry.
With over 20 years’ experience within the Financial Planning industry and a long history of client facing involvement provides us with the understanding of what a practice needs in resources to assist towards developing tailored solutions for clients.
Our Approved Product List is a list of products that have undergone due diligence by research professionals.
Peritia Wealth advisers can recommend products from the APL knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.
Get in touch with us today ☎ (02) 8644 0667 ✉ compliance@peritiawealth.com.au
Peritia Wealth Pty Ltd ABN 19 640 803 827 AFSL 523970
This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs
Specialties
All 1 specialty
- AFSL and Financial Adviser support
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 2, Suite 201, 105 Pitt Street; Sydney, NSW 2000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Peritia Wealth (AFSL)?
1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Peritia Wealth (AFSL) have offices?
One address on record, Australia only. Primary: Level 2, Suite 201, 105 Pitt Street, Sydney, NSW 2000.
Has Peritia Wealth (AFSL) raised funding?
None linked to this brand.
What does Peritia Wealth (AFSL) list as its specialties?
One tag on the brand's own list, among them AFSL and Financial Adviser support.
Which companies are listed alongside Peritia Wealth (AFSL)?
Seven peer profiles on record: OakView Financial and Clear Sky Financial Planning.