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Matthew Tyler Torkelson

Perigon Wealth Management, LLC

San Francisco, CA

Petaluma, CA

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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 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

201 1St Street Suite 204, Petaluma, CA 94952 • 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
Burleson & Company, Llc Petaluma CA 01/2021 05/2023
Pfi Incorporated Novato CA 04/2017 01/2019
Redwood Credit Union San Rafael CA 06/2016 01/2017
Manhattan College Bronx NY 01/2019 12/2020
Axa Advisors, Llc New York NY 05/2019 08/2019
Perigon Wealth Management, Llc Petaluma CA 02/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-14
S66 Uniform Combined State Law Examination 2021-05-24
  • S65 Uniform Investment Adviser Law Examination
    2021-06-14
  • S66 Uniform Combined State Law Examination
    2021-05-24
Other Names
  • Matthew Torkelson

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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