JR
Joseph N. Rust
PERIGON WEALTH MANAGEMENT
El Segundo, CA 90245
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CRD#: 7009320
JR
Professional summary
Joseph Nm Rust, CFP®, who also goes by Joe Rust, Joseph Rust, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in El Segundo, California and PM WEALTH ADVISORS LLC located in New York, New York.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Rust | Joseph Rust
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) Prager Metis CPAs, LLC; Not investment-related; 2381 Rosecrans Ave., Suite 350, El Segundo, CA, 90245; Accounting Firm; Partner and Accountant; Start 06/1985; 160 hours during the month, all during securities trading hours; Perform tax and accounting services. (2) Alzheimer's Association, Inc.; Not investment-related; 10000 Washington Blvd., Seventh Floor 07-157, Culver City, CA 90232, Charitable Organization; Board Member; 06/2019; Four (4) hours per month, none of which are during securities trading hours. Duties include fundraising, gala events, and Walk to End Alzheimer's. (5) Insurance; Not investment related; 2381 Rosecrans Ave., Suite 350, El Segundo, CA; Insurance; Agent; Start 10/2021; Approximately 10% of his time; property & casualty sales
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Nm Rust'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®
Experience
Current
December 22, 2022 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 2381 Rosecrans Ave. Suite 350, El Segundo, CA 90245RIA
CRD#: 131037
El Segundo, CA
Current
August 12, 2025 - Present
PM WEALTH ADVISORS LLC
Office #1: 14 Penn Plaza, Suite 1800, New York, NY 10122RIA
CRD#: 335598
NEW YORK, NY
Past
May 7, 2019 - December 19, 2022
PM WEALTH MANAGEMENT, LLC
RIA
CRD#: 298324
El Segundo, 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(12/22/2022)
IAR
California(8/13/2025)
IAR
New York(12/22/2022)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
