Viviana
Mattos
Perigon Wealth Management, LLC
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About this Advisor
Viviana Mattos is a financial advisor who works in San Francisco, California. Mattos is on the advisory team at Perigon Wealth Management, LLC. Over the course of their career, Mattos has held roles at Burleson & Company, LLC, Triage Consulting Group, University Of California, Davis and Perigon Wealth Management, LLC. Mattos holds a Series 65 license, designating them as an investment advisor representative, and is able to work in California. Perigon Wealth Management, LLC is a financial advisory company headquartered in San Francisco, CA. The company has offices in 35 locations and a total of 98 people on staff. It administers $5 billion in assets among its 9,185 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 9,185 client accounts, 32% belong to high-net-worth investors who have greater than $1 million in investable assets. Perigon Wealth Management, LLC provides a wide assortment 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. Fees for financial advisory services are based on which services are offered. However, fees billed by Perigon Wealth Management, LLC likely include 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
Viviana Mattos Work History
Viviana has been registered as a financial advisor for 0 years.*
Perigon Wealth Management, LLC
Burleson & Company, LLC
Triage Consulting Group
University Of California, Davis
*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 Viviana Mattos 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Irvine, CA
San Francisco, CA
San Francisco, CA
Palo Alto, 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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