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WD

Willis B. Dobbs

PERIGON WEALTH MANAGEMENT
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 5683198
WD

Professional summary

Willis Barnett Wiggins Dobbs, who also goes by Willis Dobbs, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Willis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Willis has worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Willis Dobbs

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willis Barnett Wiggins Dobbs's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 8, 2021 - Present

PERIGON WEALTH MANAGEMENT, LLC

Office #1: 1776 Peachtree Street Nw Suite 620s, Atlanta, GA 30309
RIA
CRD#: 131037
Atlanta, GA
Past

November 2, 2018 - January 3, 2022

BISON WEALTH, LLC

RIA
CRD#: 165931
ATLANTA, GA
Past

November 29, 2012 - October 2, 2018

ALSTON CAPITAL ADVISORS, LLC

RIA
CRD#: 165203
ATLANTA, GA
Past

August 7, 2009 - March 6, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

July 23, 2009 - March 6, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA

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
Georgia
(12/8/2021)
IAR
Texas
(8/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/6/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 2/5/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/2009
General Securities Representative Examination

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PERIGON WRAP FEE PROGRAM BROCHURE (3/28/2025)
PERIGON DISCLOSURE BROCHURE AND PRIVACY POLICY (3/28/2025)

Regulatory assets under management

Total Number of Accounts15,456
AUM (Assets Under Management)$ 8,714,418,958

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2026
Cover Page
Report
09/24/2024
Cover Page
Report
10/24/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037Atlanta, GA 30309

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