Tyler William Brooks

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

• 01/2015 → 06/2020
  Ritz Carlton
  San Francisco, CA
• 03/2016 → 05/2017
  David White And Associates
  San Ramon, CA
• 01/2018 → 06/2019
  Ameritas Investment Corp
  Lincoln, NE
• 05/2017 → 06/2019
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2018 → 09/2020
  Amcom Data Processing
  Alamo, CA
• 06/2019 → 12/2019
  Lpl Financial
  Castro Valley, CA
• 01/2020 → 12/2020
  Insight Wealth Strategies, Llc
  San Ramon, CA
• 01/2021 → Present
  Perigon Wealth Mangement, Llc
  San Francisco, CA

Previous Registrations

• 2020-01-06 → 2021-01-04
  Insight Wealth Strategies, Llc
  San Ramon, CA
• 2019-06-12 → 2019-12-31
  Lpl Financial Llc
  Danville, CA
• 2018-05-14 → 2019-07-03
  Ameritas Investment Company, Llc
  San Ramon, CA
  Lincoln, NE
  Glendale, AZ

Other Businesses

[1] Insurance Agent; Not investment-related; 201 Mission Street, Suite 1825, San Francisco, CA 94105; Insurance sales; Agent; 07/2016; Two hours per month, none of which are during securities trading hours; Insurance sales and reviews. [2] SamoaBound, LLC; Not investment-related; Alamo, CA 94507; Entity created for investment advisory revenue; Owner; 08/2023.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-28