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Periscope Wealth AdvisorsFinancial advisor in Anaheim, CA

Periscope Wealth Advisors is a financial advisor at 160 N Riverview Dr Ste 101, Anaheim, CA 92808, ranked #41 of 562 financial planners in Anaheim and rated 4.8 from 25 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Anaheim, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 340-1701Website ↗

Key facts

Key facts about Periscope Wealth Advisors
Address160 N Riverview Dr Ste 101, Anaheim, CA 92808Get directions
Phone(949) 340-1701
Websiteperiscopewealthadvisors.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.8 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Anaheim and 11 towns within 25 miles: Yorba Linda, Placentia, North Tustin, Chino Hills, Orange, Brea, Tustin, Corona, Chino, Fullerton and Santa Ana.

Based in Anaheim, CAView on map

Opening hours

Opening hours for Periscope Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Periscope Wealth Advisors

How is Periscope Wealth Advisors ranked in Anaheim?

Periscope Wealth Advisors is ranked #41 of 562 financial planners in Anaheim by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Periscope Wealth Advisors’ hours?

Periscope Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Periscope Wealth Advisors serve?

Serves Anaheim and 11 towns within 25 miles: Yorba Linda, Placentia, North Tustin, Chino Hills, Orange, Brea, Tustin, Corona, Chino, Fullerton and Santa Ana. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Periscope Wealth Advisors?

Periscope Wealth Advisors has a rating of 4.8 from 25 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Periscope Wealth Advisors?

Call Periscope Wealth Advisors on (949) 340-1701. The business is at 160 N Riverview Dr Ste 101, Anaheim, CA 92808. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Periscope Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Periscope Wealth Advisors (this business)—664.8 (25)NoNo
M&M Wealth Associates#9675.0 (48)NoNo15.2 mi
Arbor Wealth Strategies#10675.0 (55)NoNo23.0 mi
OC Wealth Coach#12665.0 (29)NoNo9.7 mi

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