Perella Weinberg Partners (PWP) Assets Average (2020 - 2026)

Perella Weinberg Partners (PWP) posted quarterly Assets Average of $696.7 million for Q1 2026, down 3.72% YoY from $723.6 million in Q1 2025, and down 3.76% sequentially from $723.9 million in Q4 2025.

Perella Weinberg Partners (PWP) Assets Average (2020 - 2026) Analysis & Trends

Perella Weinberg Partners has disclosed Assets Average across 7 years of filings, most recently posting $696.7 million for Q1 2026.

  • In Q1 2026, Assets Average fell 3.72% year-over-year to $696.7 million; the TTM figure through Mar 2026 stood at $696.7 million (down 3.72% YoY), while the FY2025 annual figure was $837.2 million, up 2.23% from the prior year.
  • Assets Average declined to $696.7 million in Q1 2026, from $723.9 million in the prior quarter.
  • Over the last five years, Assets Average for PWP reached as high as $843.8 million in Q4 2024 and fell as low as $505.4 million in Q2 2022.
  • The 5-year median for Assets Average is $628.5 million (2025), against an average of $650.6 million.
  • Annual changes were most pronounced in 2022 — Assets Average soared 53.6% — and 2025, when it fell 14.21%.
  • A 5-year view of Assets Average shows it stood at $674.3 million in 2022, then climbed by 3.45% to $697.6 million in 2023, then rose by 20.96% to $843.8 million in 2024, then fell by 14.21% to $723.9 million in 2025, then declined by 3.76% to $696.7 million in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $696.7 million, $723.9 million, and $628.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 1,500.84 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 1,934.75 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 492.16 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 30.33 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 41.81 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 18.66 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 8.24 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 79.62 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 7.15 Bn
10 Perella Weinberg Partners 1.14 Bn 1.44 Bn - 696.72 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 420.78 Mn