This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PEREON WEALTH LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 21, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S66

First exam

Oct 21, 2008

First registration

Sep 2, 2021

Dual registered

no

Other names

MICHAEL DAVID TANNEY|MICHAEL D TANNEY

IAPD individual key

5124163

• Occurred

  Jan 17, 2026
  Advisor changed firm

  Michael David Tanney left Magnus Financial Group Llc for Pereon Wealth Llc (registered 2026-01-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:71016663-b89d-b2dc-7fb7-926c7bb1c3ce

First observed

Sep 2, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.