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Perigon Wealth Management, LLC CRD 131037
$11.3B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-18 |
Branch Locations
14 Penn Plaza 18Th Floor, New York, NY 10122 • United States
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perigon Wealth Management, Llc | New York | NY | 03/2025 | Present |
| Tampa Bay Buccaneers | Tampa Bay | FL | 08/2024 | 08/2024 |
| Arizona Cardinals | Tempe | AZ | 01/2023 | 10/2023 |
| Arizona Cardinals | Tempe | AZ | 11/2022 | 11/2022 |
| Indianapolis Colts | Indianapolis | IN | 10/2022 | 10/2022 |
| Arizona Cardinals | Tempe | AZ | 01/2022 | 08/2022 |
| New Orleans Saints | Metairie | LA | 05/2021 | 08/2021 |
| Syracuse University | Syracuse | NY | 08/2017 | 05/2021 |
| Student | East Greenwich | RI | 06/2015 | 05/2017 |
| Unemployed | Cranston | RI | 09/2021 | 12/2021 |
| Unemployed | Cranston | RI | 11/2023 | 07/2024 |
| Unemployed | New York | NY | 08/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
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