Joshua Alan Kloewer

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

• 04/2014 → 04/2018
  Kloewer Plumbing, Heating And Air, Inc.
  Defiance, IA
• 01/2018 → 05/2018
  Ameriherb, Inc.
  Ames, IA
• 01/2019 → 12/2019
  Majors & Mondragon, Llc
  West Desmoines, IA
• 01/2020 → 12/2020
  Centric Advisors, Llc
  West Des Moines, IA
• 05/2015 → 05/2019
  Iowa State University
  Ames, IA
• 10/2020 → 10/2021
  Black Mammoth Llc
  West Des Moines, IA
• 01/2025 → Present
  Perigon Wealth Management, Llc
  Nashville, TN
• 10/2024 → 12/2024
  Legacy
  Franklin, TN
• 04/2023 → 12/2023
  Jak Capital Llc
  Nashville, TN
• 01/2022 → 07/2022
  Fitwel Certification Systems
  Nashville, TN
• 10/2020 → 10/2021
  Kala Capital
  West Des Moines, IA
• 08/2022 → 03/2023
  Unemployed
  N/A, XX
• 01/2024 → 09/2024
  Unemployed
  N/A, XX

Previous Registrations

• 2020-10-02 → 2021-09-08
  Black Mammoth Llc
  Ankeny, IA
• 2020-02-13 → 2020-12-08
  Centric Advisors, Llc
  West Des Moines, IA
  Cypress, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-19