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PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 131037 · IAPD ↗ · (877) 977-2555

$11.29BRegulatory AUM
92Advisory reps
159Employees
3Clients
26-50Planning clients
0Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — PERIGON WEALTH MANAGEMENT, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — PERIGON WEALTH MANAGEMENT, LLC reported RAUM up 30% ($8.71B -> $11.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2026 — PERIGON WEALTH MANAGEMENT, LLC grew from 82 to 92 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — PERIGON WEALTH MANAGEMENT, LLC added office(s): 44 -> 46 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — PERIGON WEALTH MANAGEMENT, LLC reported RAUM up 26% ($6.94B -> $8.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — PERIGON WEALTH MANAGEMENT, LLC grew from 77 to 82 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
September 2024 — PERIGON WEALTH MANAGEMENT, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — PERIGON WEALTH MANAGEMENT, LLC added office(s): 41 -> 44 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2024 — PERIGON WEALTH MANAGEMENT, LLC added office(s): 40 -> 41 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
July 2024 — PERIGON WEALTH MANAGEMENT, LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2024 — PERIGON WEALTH MANAGEMENT, LLC added office(s): 38 -> 40 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
July 2024 — PERIGON WEALTH MANAGEMENT, LLC grew from 72 to 77 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — PERIGON WEALTH MANAGEMENT, LLC added office(s): 36 -> 40 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — PERIGON WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — PERIGON WEALTH MANAGEMENT, LLC reported RAUM up 44% ($4.83B -> $6.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2024 — PERIGON WEALTH MANAGEMENT, LLC grew from 64 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2024 — PERIGON WEALTH MANAGEMENT, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.