Cognizant Wealth Advisors
Financial Services • 
Palo Alto, California, United States • 11-20 Employees
Company overview
| Headquarters | 228 Hamilton Ave, Third Floor, Palo Alto, California 94301, US |
| Phone number | +16502094062 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Investment Planning, Education Planning, Retirement Planning, Estate Planning, Company Stock Options & Rsus |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Key Contact at Cognizant Wealth Advisors
Niclas Murk
Director Of Operations
Cognizant Wealth Advisors Email Formats
Cognizant Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cognizantwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@cognizantwealth.com | 50% |
{first name}.{last name} | john.doe@cognizantwealth.com | 50% |
About Cognizant Wealth Advisors
Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind. We assist you in developing financial plans and making informed investment and other financial decisions that support the myriad goals you have for your life. Can you recall a time in your life when you felt exceptionally care-free? It’s likely you weren’t worried about your financial situation. Our goal is to help you recapture that feeling by discovering and making the right choices today that will lead to financial security in the future. Cognizant Wealth Advisors (“Cognizant”) dba Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Cognizant provides investment advisory and related services for clients nationally. Cognizant will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information and important disclosures, please visit our website at www.cognizantwealth.com or www.perigonwealth.com.
Cognizant Wealth Advisors revenue & valuation
| Annual revenue | $2,080,807 |
| Revenue per employee | $190,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cognizant Wealth Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Cognizant Wealth Advisors has never raised funding before.
Cognizant Wealth Advisors Tech Stack
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