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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2023-11-30 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
5355 Town Center Road, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2015 | 09/2018 |
| Geller Advisors | New York | NY | 10/2018 | 06/2019 |
| Omnia Family Wealth, Llc | Aventura | FL | 09/2019 | 08/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | 08/2021 |
| Perigon Wealth Management, Llc | Boca Raton | FL | 09/2021 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2023 | Present |
1) Perigon Wealth Management, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 09/2021. 160 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-10 |
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