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Perigon Wealth Management, LLC

● SEC registered since 2004CRD 131037SEC# 801-62988San Francisco, CA
Export (members)
Reg. AUM
$8.71B
Employees
141
Accounts
15,456
Location
San Francisco, CA

Perigon Wealth Management, LLC assets under management

Perigon Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2004. It reports $8.7 billion in regulatory assets under management and employs 141 people.
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Perigon Wealth Management, LLC owners & executives

14 reported
NameTitleOwnershipSince
Arthur John Ambarik ControlChief Executive Officer And PartnerUnder 5%2019
David Allen Scarpello ControlChief Financial OfficerUnder 5%2024
Jeremy Paul ControlPresident, PartnerUnder 5%2019
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Frequently asked questions

How much does Perigon Wealth Management, LLC manage?

Perigon Wealth Management, LLC reports $8.7 billion in regulatory assets under management on its Form ADV.

How many employees does Perigon Wealth Management, LLC have?

Perigon Wealth Management, LLC reports 141 employees.

Where is Perigon Wealth Management, LLC located?

Perigon Wealth Management, LLC is based in San Francisco, CA and has been SEC-registered since 2004.

Does Perigon Wealth Management, LLC disclose fund performance?

Perigon Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 Mission Street, Suite 1825, San Francisco, CA 94105
Phone(877) 977-2555
Fax(415) 430-4160
Office hours9:00a.m.- 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1575239
Discloses disciplinary historyNo

Assets under management

Discretionary$7.53B
Non-discretionary$1.19B
Total (RAUM)$8.71B