John Andrew Paganelli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 03/2024
  Blue Water Capital Management, Llc
  Syracuse, NY
• 01/2024 → Present
  Perigon Wealth Management Llc, Dba Blue Water Capital Management
  Syracuse, NY

Previous Registrations

• 2021-05-25 → 2024-03-29
  Blue Water Capital Management, Llc
  Syracuse, NY
  Syracuse, NY

Other Businesses

[1] BLUE WATER CAPITAL MANAGEMENT; INVESTMENT-RELATED; 507 PLUM STREET, SUITE 102, SYRACUSE, NY 13204; BLUE WATER CAPITAL MANAGEMENT IS A DBA FOR INVESTMENT ADVISORY SERVICES WITH PERIGON WEALTH MANAGEMENT, LLC; 01/2024; 160 HOURS PER MONTH, CONDUCTED DURING SECURITIES TRADING HOURS; FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES PROVIDED TO CLIENTS.

Other Names

• John Paganelli