Gregory
Wendt
Perigon Wealth Management, LLC
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About this Advisor
Gregory Wendt is a certified financial planner working in Santa Monica, California. Wendt is an employee of Perigon Wealth Management, LLC. During their career, the advisor has held roles at Stakeholders Capital, Inc and Perigon Wealth Managemen, LLC D/B/A Stakeholders Capital. Wendt maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Perigon Wealth Management, LLC is an advisory company based in San Francisco, CA. The investment advisory business has offices in 35 locations and a total of 98 people on staff. It manages $5 billion in total assets between its 9,185 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 9,185 customer accounts, 32% belong to high-net-worth investors who have greater than $1 million in assets. Perigon Wealth Management, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on the type of financial services. Fee types billed by Perigon Wealth Management, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$4,830,369,323
98
9,185
$525,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Wendt Work History
Gregory has been registered as a financial advisor for 0 years.*
Perigon Wealth Managemen, LLC D/B/A Stakeholders Capital
Stakeholders Capital, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Wendt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
