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Juan Manuel Villegas

Perigon Wealth Management, LLC

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About Juan Manuel Villegas

Juan Manuel Villegas is an investment advisor representative at Perigon Wealth Management, LLC. Juan Manuel Villegas is also a registered representative at Fortune Financial Services, Inc. Juan Manuel Villegas has served as an investment advisor representative at Perigon Wealth Management, LLC since February 2024. Juan Manuel Villegas has served as a registered representative at Fortune Financial Services, Inc. since June 2022. Juan Manuel Villegas has obtained the following licenses and registrations: Series 63, Series 65, Series 6TO, and SIE. Juan Manuel Villegas is a Chartered Financial Consultant.

Firm Information

Juan Villegas 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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Juan Villegas’s Registration & Firm History

CA

02/09/2024 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/02/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Manuel Villegas.
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