Justin
Wilson
Perigon Wealth Management, LLC
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About this Advisor
Justin Wilson is a certified financial planner based out of San Francisco, California who has 3 years of industry experience. Wilson is on the advisory team at Perigon Wealth Management, LLC. Over the course of their career, Wilson has held roles at Perigon Wealth Management, LLC, Allworth Financial, L.P and Duncan Investment Advisors, Inc. Wilson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Perigon Wealth Management, LLC is a registered investment business that has its headquarters in San Francisco, CA. The investment advisory business has offices in 35 locations and a total of 98 people on staff. It oversees $5 billion in assets between its 9,185 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 9,185 accounts, 32% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice are based on which services the firm provides the client. However, fees billed by Perigon Wealth Management, LLC most likely include 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
Justin Wilson Work History
Justin has been registered as a financial advisor for 3 years.*
Perigon Wealth Management, LLC
Allworth Financial, L.P
Duncan Investment Advisors, 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 Justin Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perigon Wealth Management, LLC
Irvine, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Pinellas Park, FL
San Francisco, CA
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.
