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PERIGON WEALTH MANAGEMENT, LLC
CRD 131037File 801-62988
APPROVED
Retail clients
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.29B
Top 10% of cohort (national)
Discretionary AUM
$9.00B
Non-discretionary $2.30B
Clients
5,664
17,713 accounts
Employees
159
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 7, 2004
- Principal office
- 201 MISSION STREET, SUITE 1825, SAN FRANCISCO, CA, 94105
- Phone
- (877) 977-2555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.29B
- Discretionary AUM
- $9.00B
- Non-discretionary AUM
- $2.30B
- Discretionary accounts
- 14,604
- Non-discretionary accounts
- 3,109
- Total accounts
- 17,713
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 97 | $616.7M |
| Charitable organizations | 26 | $314.2M |
| High net worth individuals | 1,653 | $7.46B |
| Banking or thrift institutions | Fewer than 5 | $589K |
| Pension and profit sharing plans | 120 | $1.10B |
| Individuals (other than high net worth individuals) | 3,768 | $1.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.