Bryce Ryan Brown

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Perigon Wealth Management, Llc
  Petaluma, CA
• 01/2016 → 05/2023
  Burleson & Company, Llc
  Petaluma, CA
• 06/2013 → 06/2018
  California Army National Guard
  Chico, CA
• 06/2018 → Present
  California Army National Guard
  Chico, CA

Previous Registrations

• 2016-01-04 → 2023-05-31
  Burleson & Company, Llc
  Petaluma, CA

Other Businesses

[1] California Army National Guard; Not investment related; 2415 Tom Polk Ave., Chico, CA 95926; Governmental Authority; Commander; Start 12/2011; 20 hours/month, not during securities trading hours; Personnel management, equipment management, and engineering design/build. [2] BCo Venture Fund I GP, LLC; Not investment related; 201 1st Street, Suite 204, Petaluma, CA 94952; General Partner to private fund; Partner; Start 05/2019; Less than 10 hours per month, all of which are during securities trading hours; Duties include allocating portfolio positions and fund administration. [3] Rental Property Owner; Not investment related; Petaluma and Oakland, CA; Rental property; Owner; 08/2018; Less than 5 hours per month; 0 hours during securities trading hours; Duties include advertising properties, maintenance, and expense management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-04
• S63 Uniform Securities Agent State Law Examination
  2013-07-15