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Viviana Alexis Mattos

Perigon Wealth Management, LLC

San Francisco, CA

Petaluma, CA

CRD 6875558

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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:

Current Employers
Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-19
  • CA RA
    APPROVED
    Since 2023-02-19

Branch Locations

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

201 1St Street Suite 204, Petaluma, CA 94952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burleson & Company, Llc Petaluma CA 02/2017 05/2023
Triage Consulting Group San Francisco CA 08/2016 02/2017
Perigon Wealth Management, Llc Petaluma CA 02/2023 Present
  • 02/2017 → 05/2023
    Burleson & Company, Llc
    Petaluma, CA
  • 08/2016 → 02/2017
    Triage Consulting Group
    San Francisco, CA
  • 02/2023 → Present
    Perigon Wealth Management, Llc
    Petaluma, CA
Previous Registrations
  • 2017-12-15 → 2023-05-31
    Burleson & Company, Llc
    Petaluma, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-15
  • S65 Uniform Investment Adviser Law Examination
    2017-12-15
Other Names
  • Viviana Ramirez
  • Viviana Alexis Ramirez

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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