Perella Weinberg Partners (PWP) Assets Average (2020 - 2026)
Perella Weinberg Partners (PWP) posted quarterly Assets Average of $620.4 million for Q2 2026, up 5.4% year-over-year from $588.6 million in Q2 2025, and down 10.96% on a QoQ basis from $696.7 million in Q1 2026.
Perella Weinberg Partners (PWP) Assets Average (2020 - 2026) Analysis & Trends
Perella Weinberg Partners has reported Assets Average for 7 years, with the latest figure at $620.4 million in Q2 2026.
- Assets Average for Q2 2026 came in at $620.4 million, up 5.4% year-over-year; the trailing twelve-month figure through Jun 2026 was $620.4 million (up 5.4% YoY), and the FY2025 annual result was $837.2 million, up 2.23% from the prior year.
- Assets Average declined to $620.4 million in Q2 2026, from $696.7 million in the prior quarter.
- Over five years, Assets Average peaked at $843.8 million in Q4 2024 and troughed at $505.4 million in Q2 2022.
- A 5-year average of $648.9 million and a median of $624.6 million in 2023 frame the typical range for Assets Average.
- The widest annual swing landed in 2022, when Assets Average jumped 53.6%; it then dropped 14.21% in 2025.
- A 5-year view of Assets Average shows it stood at $674.3 million in 2022, then grew by 3.45% to $697.6 million in 2023, then gained by 20.96% to $843.8 million in 2024, then retreated by 14.21% to $723.9 million in 2025, then retreated by 14.3% to $620.4 million in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $620.4 million in Q2 2026, $696.7 million in Q1 2026, and $723.9 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 51.01 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.15 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 25.42 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 210.99 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.31 Bn |
| 10 | Perella Weinberg Partners | 1.50 Bn | 1.69 Bn | - | 620.38 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 620.38 Mn |
| Mar 31, 2026 | 696.72 Mn |
| Dec 31, 2025 | 723.94 Mn |
| Sep 30, 2025 | 628.47 Mn |
| Jun 30, 2025 | 588.59 Mn |
| Mar 31, 2025 | 723.61 Mn |
| Dec 31, 2024 | 843.83 Mn |
| Sep 30, 2024 | 728.21 Mn |
| Jun 30, 2024 | 614.55 Mn |
| Mar 31, 2024 | 672.35 Mn |
| Dec 31, 2023 | 697.64 Mn |
| Sep 30, 2023 | 608.14 Mn |
| Jun 30, 2023 | 553.30 Mn |
| Mar 31, 2023 | 620.80 Mn |
| Dec 31, 2022 | 674.35 Mn |
| Sep 30, 2022 | 585.88 Mn |
| Jun 30, 2022 | 505.40 Mn |
| Mar 31, 2022 | 594.48 Mn |
| Dec 31, 2021 | 690.99 Mn |
| Sep 30, 2021 | 637.06 Mn |