SEC Form ADV · CIK 1575239

PERIGON WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$11.3B
Assets Under Management
3
Total Clients
159
Employees
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Registration Details

CIK
1575239
Accession
crd-131037
Location
SAN FRANCISCO, CA
Filing Date
June 12, 2026
AUM
$11.3B
Total Clients
3
Institutional Clients
146
Employees
159
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsCorporations

About this Adviser

PERIGON WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $11.3B in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.