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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-02-15
NY RA APPROVED 2022-12-22
  • CA RA
    APPROVED_RES
    Since 2024-02-15
  • NY RA
    APPROVED
    Since 2022-12-22

Branch Locations

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

2381 Rosecrans Ave. Suite 350, El Segundo, CA 90245 • 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
Prager Metis Cpas, Llc El Segundo CA 06/1985 Present
Pm Wealth Management, Llc El Segundo CA 05/2019 12/2022
Perigon Wealth Management, Llc El Segundo CA 12/2022 Present
Pm Wealth Advisors Llc New York NY 01/2025 Present
Previous Registrations
  • 2025-08-12 → 2026-06-18
    New York, NY
  • 2019-05-07 → 2022-12-19
    Pm Wealth Management, Llc
    New York, NY
    El Segundo, CA
Other Businesses

(1) Prager Metis CPAs, LLC; Not investment-related; 2381 Rosecrans Ave., Suite 350, El Segundo, CA, 90245; Accounting Firm; Partner and Accountant; Start 06/1985; 160 hours during the month, all during securities trading hours; Perform tax and accounting services. (2) Alzheimer's Association, Inc.; Not investment-related; 10000 Washington Blvd., Seventh Floor 07-157, Culver City, CA 90232, Charitable Organization; Board Member; 06/2019; Four (4) hours per month, none of which are during securities trading hours. Duties include fundraising, gala events, and Walk to End Alzheimer's. (5) Insurance; Not investment related; 2381 Rosecrans Ave., Suite 350, El Segundo, CA; Insurance; Agent; Start 10/2021; Approximately 10% of his time; property & casualty sales

Designations
Other Names
  • Joe Rust
  • Joseph Rust

View on SEC IAPD

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