Investment adviser · CRD 131037
PERIGON WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jun 12, 2026
- Regulatory AUM
- $11.3B Form ADV · Item 5.F
- Client accounts
- 17,713 Accounts, not individual clients
- Employees
- 159 Reported in this filing
- Advisory professionals
- 92 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,653 | $7,460,120,111 | 66.1% |
| Individuals | 3,768 | $1,807,267,534 | 16.0% |
| Retirement plans | 120 | $1,095,137,725 | 9.7% |
| Corporations & businesses | 97 | $616,710,041 | 5.5% |
| Charities | 26 | $314,189,291 | 2.8% |
| Banks & thrifts | Fewer than 5 | $589,130 | 0.0% |
Filing source
Form ADV 2112196 · Jun 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
201 MISSION STREET, SUITE 1825SAN FRANCISCO, CA, 94105, United States
CRD 131037
Filing source
Form ADV 2112196 · Jun 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.