Mark Joel Ackerman

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

• 01/2004 → Present
  Ackerman & Associates
  Boca Raton, FL
• 01/2009 → 12/2020
  Prager Metis Cpas, Llc
  Woodbury, NY
• 04/2023 → Present
  Perigon Wealth Management, Llc
  Boca Raton, FL
• 09/2021 → 12/2022
  Pm Wealth Management, Llc
  Boca Raton, FL

Previous Registrations

• 2021-09-22 → 2022-12-19
  Pm Wealth Management, Llc
  Boca Raton, FL
  New York, NY

Other Businesses

Ackerman & Associates, Not investment-related, Boca Raton, FL 33496, Accounting, Owner, Start 01/2004, Approximately 168 hours per month, during securities trading hours, Prepare taxes and bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-10

Other Names

• Mark Ackerman