William Raymond Perlette

Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Intelligent Tax Solutions Inc
  Temecula, CA
• 06/2021 → 09/2021
  Forta Financial Group, Inc
  Greenwood Village, CO
• 09/2021 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX

Previous Registrations

• 2021-06-14 → 2021-10-04
  Forta Financial Group, Inc.
  Greenwood Village, CO
  Temecula, CA

Other Businesses

Vice President of Intelligent Tax Solutions, Inc since November 2009. Non- Investment Related. Located at 28991 Old Town Front St Suite 206, Temecula, CA. Tax Advisory Services including tax planning, tax consulting and tax preparation.. Number of hours varies throughout the year - average at 25 per week in slow season, and 45 per week during tax season. 4 hours, 3 Days a week during trade hours. Financial Gravity Enhanced Markets, LLC, as an Independent Agent located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-02