PERIGON WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$11,294,013,832
Discretionary
$8,997,107,068
Non-discretionary
$2,296,906,764
Firm details
- CRD number
- 131037
- SEC file number
- 801-62988
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 159
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.