Perigon Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
201 Mission St Ste 1825, San Francisco, ...Phone Number
(415) 430-4140Website
www.perigonwealth.comRevenue
$51.6 MillionIndustry
ZI Rank: 4
Signal Type
Dec
Jan
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ZI Rank
2
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4
About Perigon Wealth Management
Perigon is a national wealth management firm founded in 2004. In January 2019, Perigon partnered with Merchant Investment Management with the joint goal of creating one of the leading registered investment advisory firms in the country. In just over a year, Perigon has more than doubled its assets under management to approximately $1.8 billion.Explore more
Perigon Wealth Management Org Chart
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Perigon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Perigon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Perigon Wealth Management.
Perigon Wealth Management financials insights
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2020
Debt
$150K
Perigon Wealth Management Tech Stack
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Most Recent Scoops
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Perigon Wealth Management News & Media
Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program
Advisors Chris Spires, Ron Op het Veld and Head of Alternative Investments Scott Yi Latest Class to Complete the Growth Program SAN FRANCISCO, March 17, 2026 /PRNewswire/ -- Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices...Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Firm Appoints Jon Seif Managing Director of Digital Strategy and Luke Samuels Senior Director of Business Development to Oversee Creation of Proprietary System SAN FRANCISCO, March 9, 2026 /PRNewswire/ -- Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth...Perigon Wealth Management President Jeremy Paul Among Barron's Top Independent Advisors
Paul Debuts at No. 70 SAN FRANCISCO, Oct. 15, 2025 /PRNewswire/ -- Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3 billion in client assets as of Aug. 15, 20251, announced President...Perigon Wealth CIO on Market Conditions and Financial Planning Strategies
Rafia Hasan discusses current market conditions, holistic financial planning and effective strategies for advisors to address client concerns in turbulent times.
Read more news
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Frequently Asked Questions Regarding Perigon Wealth Management
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Perigon is a national wealth management firm founded in 2004. In January 2019, Perigon partnered with Merchant Investment Management with the joint goal of creating one of the leading registered investment advisory firms in the country. In just over a year, Perigon has more than doubled its assets under management to approximately $1.8 billion.... Read More
