Gregory Wendt is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Santa Monica, CA, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,766 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perigon Wealth Management offers investment management services where the advisory fee includes transaction costs. The annual advisory fees range from 0.20% to 2.00%. Fees are paid quarterly in advance, based on the value of your investments at the end of the prior quarter. Fees may be negotiable. Clients may be invested into share classes of a mutual fund that have a higher expense ratio than a different share class, including but not limited to 12b-1 fees.
Location
3110 Main Street, Building C, Santa Monica, CA, 90405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is involved in several outside business activities, including Stakeholders Capital (d/b/a for advisory business), GFW, Inc. (speaking engagements), QDCLOUD, GLG, Green Business Networking, Green Economy Think Tank, Open Future Coalition, Global Tea Hut, Leonhardt Ventures, Stone Creek Global, LTD, and RH Trust R8 Financial, LLC. These activities involve consulting, advising, facilitating, and passive ownership, taking up varying amounts of Gregory's time from minimal to about 10-20% of his time.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Stakeholders Capital
Ep Wealth Advisors
Premier Financial Management, LLC
Financial West Investment Group, INC.
Prudential Securities Incorporated
State Registrations1 state
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