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Perch WealthFinancial advisor in San Juan Capistrano, CA

Perch Wealth is a financial advisor at 29122 Rancho Viejo Rd #111, San Juan Capistrano, CA 92675, ranked #11 of 409 financial advisors in San Juan Capistrano and rated 5.0 from 31 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.

San Juan Capistrano, CAUpdated 0 paid placements in any rankingHow we rank

Call (855) 378-3443Website ↗

Key facts

Key facts about Perch Wealth
Address29122 Rancho Viejo Rd #111, San Juan Capistrano, CA 92675Get directions
Phone(855) 378-3443
Websiteperchwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 31 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Juan Capistrano and 11 towns within 25 miles: Laguna Niguel, Ladera Ranch, Aliso Viejo, Mission Viejo, Dana Point, Laguna Hills, Laguna Woods, Laguna Beach, Coto De Caza, Lake Forest and Rancho Santa Margarita.

Based in San Juan Capistrano, CAView on map

Opening hours

Opening hours for Perch Wealth
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Perch Wealth

How is Perch Wealth ranked in San Juan Capistrano?

Perch Wealth is ranked #11 of 409 financial advisors in San Juan Capistrano by RFA Score, with 70 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 Perch Wealth’s hours?

Perch Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8 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 Perch Wealth serve?

Serves San Juan Capistrano and 11 towns within 25 miles: Laguna Niguel, Ladera Ranch, Aliso Viejo, Mission Viejo, Dana Point, Laguna Hills, Laguna Woods, Laguna Beach, Coto De Caza, Lake Forest and Rancho Santa Margarita. 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 Perch Wealth?

Perch Wealth has a rating of 5.0 from 31 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 Perch Wealth?

Call Perch Wealth on (855) 378-3443. The business is at 29122 Rancho Viejo Rd #111, San Juan Capistrano, CA 92675. 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

Perch Wealth compared with nearby businesses
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Perch Wealth (this business)—705.0 (31)NoNo
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