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Bryce Ryan Brown

Perigon Wealth Management, LLC

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About Bryce Ryan Brown

Bryce Ryan Brown is an Investment Advisor Representative associated with Perigon Wealth Management, LLC. Bryce holds a Series 63 license from the state of California, a Series 65 license from the state of California, and a Series 7 license. Bryce is also a registered Investment Advisor in Texas. Bryce previously worked at Roberts & Ryan Investments Inc. in New York. Bryce is a general partner to the BCo Venture Fund I GP, LLC. Bryce has a long history of serving the military and is a commander in the California Army National Guard. Bryce has worked in the financial services industry since June 2013.

Firm Information

Bryce Brown is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryce Brown’s Registration & Firm History

CA

11/30/2023 - Present

Perigon Wealth Management, LLC (Petaluma CA)

NY

06/19/2013 - 09/12/2013

ROBERTS & RYAN INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryce Ryan Brown.
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