Tyler William Brooks
Investment adviser representative at Perigon Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$11.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Perigon Wealth Management, LLCJan 2026 to now
- Perigon Wealth Mangement, LLCJan 2021 to now
- Insight Wealth Strategies, LLCJan 2020 to Dec 2020
- LPL FinancialJun 2019 to Dec 2019
- Amcom Data ProcessingMar 2018 to Sep 2020
- Ameritas Investment CorpJan 2018 to Jun 2019
- Ameritas Life Insurance CorpMay 2017 to Jun 2019
- David White and AssociatesMar 2016 to May 2017
- Ritz CarltonJan 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6690507
- Firm CRD
- 131037