Perigon Wealth Management
TL;DR
Founded in March 2004, it offers financial planning, investment management, tax and business exit planning to individuals and families through advisors in several California offices and beyond.
$11.3 billion
Regulatory AUM
As of ADV filing 2026-06-12
17,713
Accounts / Clients
5,421 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
159
Team Size
employees, 92 advisory
22 yrs
Years Registered
First registered 2004
About Perigon Wealth Management
Founded in March 2004, it offers financial planning, investment management, tax and business exit planning to individuals and families through advisors in several California offices and beyond.
Office: 201 Mission Street, Suite 1825, San Francisco, CA 94105.
Best for: Households of any size wanting planning-led advice, accepting possible commission products
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD131037
RegistrationSEC-registered
First registration2004
Regulatory AUM$11.3 billion
ADV filing date2026-06-12
Accounts17,713
Clients5,421 individual and high-net-worth clients
Employees159
Advisory employees92
Fee modelAdvisory fees; ADV 2A discloses advisors who may earn commissions as registered representatives of outside broker-dealers
MinimumNo minimum relationship size generally; some program accounts start at $10,000 (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 131037, as of ADV filing 2026-06-12, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 6 of 10
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