Perella Weinberg Partners (PWP) Assets (2019 - 2026)

Perella Weinberg Partners (PWP) reported Assets of $595.8 million for Q1 2026, up 4.44% year-over-year from $570.5 million in Q1 2025, and down 25.3% quarter-over-quarter from $797.6 million in Q4 2025.

Perella Weinberg Partners (PWP) Assets (2019 - 2026) Analysis & Trends

Perella Weinberg Partners (PWP) has 8 years of Assets data on file, last reported at $595.8 million in Q1 2026.

  • Assets for Q1 2026 came in at $595.8 million, up 4.44% year-over-year; the trailing twelve-month figure through Mar 2026 was $595.8 million (up 4.44% YoY), and the FY2025 annual result was $797.6 million, down 9.02% from the prior year.
  • Assets declined to $595.8 million in Q1 2026 per PWP's latest filing, from $797.6 million in the prior quarter.
  • Over five years, Assets peaked at $876.8 million in Q4 2024 and troughed at $470.6 million in Q1 2022.
  • A 5-year average of $647.0 million and a median of $631.6 million in 2022 frame the typical range for Assets.
  • The sharpest annual moves came in 2022 and 2025: Assets jumped 103.64% in 2022, then fell 19.81% in 2025.
  • A 5-year view of Assets shows it stood at $717.1 million in 2022, then climbed by 6.14% to $761.1 million in 2023, then rose by 15.19% to $876.8 million in 2024, then decreased by 9.02% to $797.6 million in 2025, then slipped by 25.3% to $595.8 million in 2026.
  • Business Quant data shows PWP's Assets at $595.8 million in Q1 2026, $797.6 million in Q4 2025, and $650.2 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 1,581.42 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 2,060.18 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 493.32 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 45.47 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 218.75 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 18.84 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 8.30 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 80.54 Bn
10 Perella Weinberg Partners 1.10 Bn 1.41 Bn - 595.80 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 595.80 Mn
Dec 31, 2025 797.64 Mn
Sep 30, 2025 650.24 Mn
Jun 30, 2025 606.70 Mn
Mar 31, 2025 570.47 Mn
Dec 31, 2024 876.75 Mn
Sep 30, 2024 810.92 Mn
Jun 30, 2024 645.51 Mn
Mar 31, 2024 583.59 Mn
Dec 31, 2023 761.11 Mn
Sep 30, 2023 634.17 Mn
Jun 30, 2023 582.10 Mn
Mar 31, 2023 524.51 Mn
Dec 31, 2022 717.09 Mn
Sep 30, 2022 631.60 Mn
Jun 30, 2022 540.17 Mn
Mar 31, 2022 470.63 Mn
Dec 31, 2021 718.33 Mn
Sep 30, 2021 663.66 Mn
Jun 30, 2021 610.45 Mn