Matthew Tyler Torkelson

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

• 01/2021 → 05/2023
  Burleson & Company, Llc
  Petaluma, CA
• 04/2017 → 01/2019
  Pfi Incorporated
  Novato, CA
• 06/2016 → 01/2017
  Redwood Credit Union
  San Rafael, CA
• 01/2019 → 12/2020
  Manhattan College
  Bronx, NY
• 05/2019 → 08/2019
  Axa Advisors, Llc
  New York, NY
• 02/2023 → Present
  Perigon Wealth Management, Llc
  Petaluma, CA

Previous Registrations

• 2021-06-22 → 2023-05-31
  Burleson & Company, Llc
  Petaluma, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-14
• S66 Uniform Combined State Law Examination
  2021-05-24

Other Names

• Matthew Torkelson