Perigon Wealth Management, LLC
San Francisco, CA·SEC-registered · CRD #131037
Perigon Wealth Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $11B across 21k client accounts, with 92 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
21k
Advisory staff
92
Fee model
Fee-based
How Perigon Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Perigon Wealth Management, LLC
How much does Perigon Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (06/12/2026), Perigon Wealth Management, LLC reports $11B in regulatory assets under management across roughly 21k client accounts.
How does Perigon Wealth Management, LLC charge?
Perigon Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Perigon Wealth Management, LLC a fiduciary?
Yes. Perigon Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #131037), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Perigon Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Perigon Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Perigon Wealth Management, LLC's public SEC Form ADV filing (CRD #131037, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Perigon Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Perigon Wealth Management, LLC? Claim this profile.