Arthur F. Green
Cognizant Wealth Advisors | Wealth AdvisorAFFILIATED WITH PERIGON WEALTH MANAGEMENT
Los Altos, CA
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CRD#: 5344209
Professional summary
Arthur Fredric Green, CFP®, who also goes by Arthur Green, Artie Green, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Los Altos, California.
Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Arthur has worked at 3 firms and has passed the Series 65 exam.
Biography
Artie is a CERTIFIED FINANCIAL PLANNER™ Professional with a NASAA Series 65 license for investment advisors. He earned a B.S. degree in Mathematics/Computer Science from Carnegie-Mellon University, an MBA degree from the University of Delaware, and has additionally completed the U.C. Santa Cruz Certificate Program in Personal Financial Planning.
Artie has been recognized as an expert in financial planning by the media and by his peers. He has been quoted in numerous print and online media such as The Wall Street Journal, Kiplinger, Forbes, Bloomberg, and Money, and also writes a monthly column on financial planning topics for the Los Altos Town Crier.
Before founding Cognizant Wealth Advisors, Artie spent five years as a financial planner at PWJohnson Wealth Management and over twenty years at Hewlett-Packard Company in various business management positions. He has previously served on two nonprofit boards and also as an Assistant Scoutmaster in Boy Scouts of America. He and his wife live in Los Altos, California.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Buying a Home
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Getting Divorced
Getting Married
Mutual Funds
Job Loss
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Arthur Green | Artie Green
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[1] Los Altos Mountain View Community Foundation ("Los Altos"); Not investment related; Los Altos, CA; Charitable organization; Investment committee member; Start 05/2019; Approximately 2 hours/month, not during securities trading hours; Provide investment policy advice to Los Altos's Investment Committee.
CRS (Client Relationship Summary) - RIA
Click below to view Arthur Fredric Green's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
February 1, 2023 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #2: 228 Hamilton Avenue 3rd Floor, Palo Alto, CA 94301RIA
CRD#: 131037
Los Altos, CA
Past
April 10, 2012 - March 3, 2023
COGNIZANT WEALTH ADVISORS
RIA
CRD#: 162374
PALO ALTO, CA
Past
June 28, 2007 - February 27, 2012
PWJOHNSON WEALTH & LEGACY, LLC
RIA
CRD#: 133538
SUNNYVALE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/1/2023)
Current Firm
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Mission Street Suite 1825, San Francisco, CA 94105
Mailing Address
Phone number
(877) 977-2555
Established
Firm type
Fiscal year end
# of Employees
141
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,456 |
| AUM (Assets Under Management) | $ 8,714,418,958 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2024 | ||
| 10/24/2023 |
Red Flags
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Company Information
PERIGON WEALTH MANAGEMENT, LLC
Wealth AdvisorCRD#: 131037Los Altos, CADBA Information
Cognizant Wealth Advisors
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Contact information
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