Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

201 1st Street, Suite 204, Petaluma, CA, 94952

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryce is a Commander in the California Army National Guard, dedicating about 10-20% of his time to personnel and equipment management, and engineering. He is also a Partner at BCo Venture Fund I GP, LLC and a rental property owner, spending minimal time on these activities.

Employment History
Current Registrations
Perigon Wealth Management, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Burleson & Company, LLC
January 2016 - May 2023 · 7 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.