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PERIGON WEALTH MANAGEMENT, LLC
CRD 131037 · SEC 801-62988
201 MISSION STREET, SUITE 1825, SAN FRANCISCO, CA, 94105, United States
Phone
(877) 977-2555
Fax
(415) 430-4160
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.29B
Discretionary AUM
$9.00B
Team
159 total employees; 92 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3768 | $1.81B |
| High net worth individuals | 1653 | $7.46B |
| Pension/profit sharing plans | 120 | $1.10B |
| Charitable organizations | 26 | $314.2M |
| Corporations/business entities | 97 | $616.7M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.facebook.com/WealthAdvisorsInc
- https://prudeo.com/
- https://gittermanwealth.com/
- https://perigonwealth.com/
- https://www.youtube.com/channel/UCZxtPcqss28XPiHear93eKA
- https://www.facebook.com/bluewatercm
- https://www.facebook.com/prudeo
- https://www.facebook.com/pmwealthllc/
- https://www.wealthadvisorsinc.com/
- https://twitter.com/wealthadvsinc
- https://twitter.com/perigon
- https://www.facebook.com/Perigon360/
- https://www.linkedin.com/company/perigonwealth/
- https://gittermanasset.com/
- https://twitter.com/BlueWaterCM1
- https://www.facebook.com/StakeholdersCapital
- https://www.facebook.com/CognizantWealth/
- https://www.linkedin.com/company/burleson-company/
- https://www.linkedin.com/company/gitterman-asset-management/
- https://www.linkedin.com/company/prudeo-partners/about/
- https://www.youtube.com/@prudeopartners6535
- https://twitter.com/stakeholderscap
- https://www.linkedin.com/company/stakeholders-capital-inc-/
- https://www.linkedin.com/company/blue-water-capital-mgmt/
- https://www.cognizantwealth.com/
- https://www.perigonwealth.com/pmwealth/
Official SEC filing: View on IAPD