Best-in-State · rank 97 · Birmingham, Alabama · listed firm: Village Wealth Management of Peritus Wealth Management | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Village Wealth Management of Peritus Wealth Management | Wells Fargo Advisors Financial Network (high)
- “Village Wealth Management of Peritus Wealth Management | Wells Fargo Advisors Financial Network” — forbes_shook
- Parent company — Wells Fargo (high)
- “Village Wealth Management of Peritus Wealth Management, Homewood, AL | Wells Fargo Advisors Financial Network” — firm_official
- Firm type — wirehouse (medium)
- “Wells Fargo Advisors Financial Network” — firm_official
- Team name — Village Wealth Management (high)
- “Village Wealth Management of Peritus Wealth Management” — firm_official
- Team size — 3 (high)
- “J. Bryan Poole — Financial Advisor, Managing Partner... Samuel H. Thompson — Senior Financial Advisor, Managing Partner... Aubrey H. Meadows — Senior Client Associate” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 20 (high)
- “20+ years in financial services” — firm_official
- Designations — CFP (high)
- “J. Bryan Poole — Financial Advisor, Managing Partner... Designation: CFP (Certified Financial Planner)” — firm_official
Book of business
- Team AUM ($M) — 310 (high)
- “Team Assets (Custodied): $310M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 10.5 (high)
- “Typical Net Worth of Relationships: $1-20M” — forbes_shook
- Client niche — generalist (medium)
- “customized, goal-oriented investment strategies” — firm_official
- Custodians — not_applicable (high)
- “Wells Fargo Advisors Financial Network” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/village-wealth-management/ (high)
- “Village Wealth Management of Peritus Wealth Management, Homewood, AL | Wells Fargo Advisors Financial Network” — firm_official
- Value proposition (verbatim) — We help clients pursue their investment goals with sound financial strategies. (high)
- “We help clients pursue their investment goals with sound financial strategies.” — firm_official
- Differentiators — Customizable, flexible planning approach, Long-term relationship focus, Personalized strategies tailored to individual circumstances, Comprehensive financial advice and portfolio analysis (high)
- “long-term relationships are built on the trust earned through integrity, hard work and service” — firm_official
- “comprehensive financial advice and portfolio analysis services, individually designed for each client, and delivered with the highest level of personal service and professional integrity” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — linkedin_active (medium)
- “The site includes social media integration” — firm_official
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (Alabama, rank #97) (high)
- “rank: 97, year: 2026” — forbes_shook
Visual brand
- Has distinct logo — yes (high)
- “Logo-VillageWM-RGB.jpg” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Professional collaborative imagery (conference table, hands); trust and integrity-focused positioning with emphasis on personal service (medium)
- “Branding uses professional imagery including conference table and hands, suggesting collaboration and trust-focused positioning” — firm_official