Elizabeth Ann Bosworth

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

• 03/2014 → 12/2021
  Lakeview Capital Partners, Llc
  Atlanta, GA
• 12/2021 → Present
  Perigon Wealth Management, Llc
  Asheville, NC

Previous Registrations

• 2014-03-03 → 2021-12-02
  Bison Wealth, Llc
  Atlanta, GA
• 2012-09-11 → 2014-03-04
  Resource Planning Group, Ltd.
  Atlanta, GA

Designations

• Certified Financial Planner

Other Names

• Elizabeth Ann Talley
• Beth Bosworth
• Beth Talley