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, privately organized RIA registered with the SEC since 2004. The firm serves both individual and family clients as well as institutional relationships, positioning itself as a capital allocator that combines financial planning with portfolio management and third‑party manager selection. Its advisory capabilities explicitly include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Perigon also identifies as an active ESG investor and reports using outside managers and alternative strategies as part of its client solutions. The firm has been recognized in industry rankings multiple times, including placements by Financial Times (Top 300, 2020) and repeated mentions in Forbes (2022–2024), with additional listings from Barron’s (Top 100, 2025) and AdvisorHub (50 RIA Firms to Watch, 2026).