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| Date | Value |
|---|---|
| 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 |