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
DateValue
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