Perigon Wealth Management, Llc

Perigon Wealth Management, Llc company information, Employees & Contact Information

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $8.7 billion as of March 31, 2025 in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing compliance@perigonwealth.com.

Company Details

Employees
124
Founded
-
Address
201 Mission St Ste 1825, San Francisco,94105,united States
Phone
(415) 430-4140
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
San Francisco
Looking for a particular Perigon Wealth Management, Llc employee's phone or email?

Perigon Wealth Management, Llc Questions

News

Perigon Wealth Management Adds To Goldman Sachs Relationship - Wealth Solutions Report

Perigon Wealth Management Adds To Goldman Sachs Relationship Wealth Solutions Report

Deals & Moves: RIAs Endeavor, Perigon Wealth Add Partners - wealthmanagement.com

Deals & Moves: RIAs Endeavor, Perigon Wealth Add Partners wealthmanagement.com

$7.75B AUM RIA, Perigon Wealth Management, Adopts The Zoe Wealth Platform to Streamline Financial Advisory Services - ACCESS Newswire

$7.75B AUM RIA, Perigon Wealth Management, Adopts The Zoe Wealth Platform to Streamline Financial Advisory Services ACCESS Newswire

Perigon Wealth Management Brings In Two Advisor Firms With $375 Million In Combined AUM - Pulse 2.0

Perigon Wealth Management Brings In Two Advisor Firms With $375 Million In Combined AUM Pulse 2.0

Recruitment Roundup: WEG, Cetera, Raymond James, Perigon And Rockefeller - Wealth Solutions Report

Recruitment Roundup: WEG, Cetera, Raymond James, Perigon And Rockefeller Wealth Solutions Report

RIA Roundup: MAI, Beacon Pointe & Perigon Wealth Make Acquisitions - wealthmanagement.com

RIA Roundup: MAI, Beacon Pointe & Perigon Wealth Make Acquisitions wealthmanagement.com

RIA Roundup: Perigon Wealth Management Adds Stakeholders Capital, Cognizant Wealth - wealthmanagement.com

RIA Roundup: Perigon Wealth Management Adds Stakeholders Capital, Cognizant Wealth wealthmanagement.com

Constellation Stakes Perigon Wealth - wealthmanagement.com

Constellation Stakes Perigon Wealth wealthmanagement.com

Top Perigon Wealth Management, Llc Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant