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Michael Robert Lombardo

Perigon Wealth Management, LLC

San Francisco, CA

Westport, CT

CRD 4368492

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Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-30
CT RA APPROVED 2022-11-15
  • TX RA
    APPROVED
    Since 2023-11-30
  • CT RA
    APPROVED
    Since 2022-11-15

Branch Locations

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

225 Main Street Suite 301, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nauset Wealth Management Llc Westport CT 02/2000 11/2022
Nauset Strategic Partners, Inc. Westport CT 08/1990 11/2022
Perigon Wealth Management, Llc Westport CT 11/2022 Present
  • 02/2000 → 11/2022
    Nauset Wealth Management Llc
    Westport, CT
  • 08/1990 → 11/2022
    Nauset Strategic Partners, Inc.
    Westport, CT
  • 11/2022 → Present
    Perigon Wealth Management, Llc
    Westport, CT
Previous Registrations
  • 2000-07-19 → 2023-01-13
    Nauset Wealth Management, Llc
    Westport, CT
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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