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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| NJ | RA | APPROVED | 2025-10-07 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
379 Thornall Street 2Nd Floor, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc | Norcross | GA | 12/2010 | 06/2017 |
| Gitterman Wealth Management, Llc | Edison | NJ | 08/2014 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 06/2017 | Present |
| Perigon Wealth Management, Llc | Edison | NJ | 10/2025 | Present |
1) Simplicity Group; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 10/1/2025; Time spent during regular business hours - 5%; Compensated with Commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-16 |
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