PERIGON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2004

Total AUM

$11.3B

Discretionary

$9B

80% of AUM

Avg account

$638K

Accounts

17,713

Employees

159

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 131037
Registered since: April 7, 2004
Website: www.perigonwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.05%
Individuals16%
Pension & Profit Sharing Plans9.7%
Corporations / Businesses5.46%
Charitable Organizations2.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Perigon Wealth Management, LLC is an independent registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning and portfolio management across individual, small business and institutional mandates, offers pension consulting and performs selection-of-other-advisers work. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Perigon identifies as an active ESG investor and reports using third-party managers to implement portions of client strategies. The firm has been recognized by several industry outlets over recent years, including Financial Times (Top 300 RIA Firms, 2020), multiple Forbes lists (Top RIA Firms, 2022; America’s Top RIA Firms, 2023; Top RIA Firms, 2024), Barron’s (Top 100 RIA Firms, 2025) and AdvisorHub (50 RIA Firms to Watch, 2026).