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

Perella Weinberg Partners (PWP) reported Assets Average of $696.7 million for Q1 2026, down 3.72% year-over-year from $723.6 million in Q1 2025, and down 3.76% quarter-over-quarter from $723.9 million in Q4 2025.

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

Perella Weinberg Partners (PWP) has 7 years of Assets Average data on file, last reported at $696.7 million in Q1 2026.

  • Assets Average for Q1 2026 came in at $696.7 million, down 3.72% year-over-year; the trailing twelve-month figure through Mar 2026 was $696.7 million (down 3.72% YoY), and the FY2025 annual result was $837.2 million, up 2.23% from the prior year.
  • Assets Average slipped to $696.7 million in Q1 2026 per PWP's latest filing, from $723.9 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 $650.6 million and a median of $628.5 million in 2025 frame the typical range for Assets Average.
  • The sharpest annual moves came in 2022 and 2025: Assets Average soared 53.6% in 2022, then fell 14.21% in 2025.
  • 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.
  • Business Quant data shows PWP's Assets Average at $696.7 million in Q1 2026, $723.9 million in Q4 2025, and $628.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 1,500.84 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 1,934.75 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 492.16 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 41.81 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 210.99 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 18.66 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 8.24 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 79.62 Bn
10 Perella Weinberg Partners 1.10 Bn 1.41 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