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 ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- perigonwealth.com
- Keywords
- Wealth Management, Investment Management, Risk Management, Financial Planning, Impact Investing, Family Office Management, Financial Technology.
- HQ
- San Francisco
Perigon Wealth Management, Llc Questions
Perigon Wealth Management, Llc's helpline number is (415) 430-4140
Perigon Wealth Management, Llc's website is perigonwealth.com
Perigon Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/perigonwealth
Perigon Wealth Management, Llc has
124 employees.
View email and phone details for 124
employees at Perigon Wealth Management, Llc.
Perigon Wealth Management, Llc's industry is
Investment Management
Perigon Wealth Management, Llc's top competitors are
Modern Wealth Management,
Wipfli Financial Advisors,
Mercer Advisors,
Beacon Pointe,
Newedge Wealth,
Constellation Wealth Capital,
Lido Advisors, Llc,
Creative Planning,
Savant Wealth Management,
Ritholtz Wealth Management.
Perigon Wealth Management, Llc's categories are Investment Management
Perigon Wealth Management, Llc's founding year is 2004
