Perigon Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

131037

SEC number

801-62988

Firm type

RIA

Assets under management

$11.3B as of Jun 12, 2026

Website

www.youtube.com/@prudeopartners6535 ↗

Phone

(877) 977-2555

Address

201 Mission Street, San Francisco, CA, 94105

Advisors at this firm

87 in our index · page 1 of 2

• Mark Joel AckermanCRD 1312127 · Boca Raton, FL
  IA Registered
• Arthur John AmbarikCRD 4447307 · San Francisco, CA
  IA Registered
• Christina Lee AmorCRD 6684467 · Simpsonville, SC
  IA RegisteredRegistration inactive
• Sheetal Shyam BagdeCRD 6296533 · Palo Alto, CA
  IA Registered
• Christie Ann BakerCRD 1690585 · Irvine, CA
  IA Registered
• Mary Louise BallinCRD 2978336 · Walnut Creek, CA
  IA Registered
• David J BauerCRD 6299104 · Westport, CT
  IA Registered
• Andrew Mark/Nicholas BellakCRD 2466556 · Amherst, MA
  IA Registered
• Steven BernknopfCRD 1986649 · Cranbury, NJ
  IA RegisteredRegistration inactive
• Elizabeth Ann BosworthCRD 6116443 · Asheville, NC
  IA Registered
• Tyler William BrooksCRD 6690507 · San Francisco, CA
  IA RegisteredRegistration inactive
• Bryce Ryan BrownCRD 6209724 · Petaluma, CA
  IA Registered
• Thomas William BrownCRD 5412277 · Syracuse, NY
  IA Registered
• Brad James BellCRD 6955252 · Southfield, MI
  IA Registered
• Trever John BraunbergerCRD 7996855 · Henderson, NV
  IA Registered
• Jason Paul CondonCRD 6204089 · Edison, NJ
  IA RegisteredBroker
• Benjamin L CovarCRD 5072837 · West Columbia, SC
  IA RegisteredRegistration inactive
• Marcelina Marie Castel De OroCRD 7832159 · Tucson, AZ
  IA RegisteredRegistration inactive
• Eli CohenCRD 8022821 · Edison, NJ
  IA RegisteredBroker
• Nolan Joseph CooneyCRD 8119762 · New York, NY
  IA Registered
• Maria Pisoni DaleyCRD 1171271 · Heber City, UT
  IA RegisteredRegistration inactive
• Paul Edward DrolsonCRD 1012162 · Henderson, NV
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jennifer Anne EasleyCRD 4688332 · Conway, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Dale ElishaCRD 1826761 · Scottsdale, AZ
  IA Registered
  Disclosure event(s) on record
• Trevin Lamont EppsCRD 4278077 · Rancho Santa Fe, CA
  IA RegisteredRegistration inactive
• Rachel F. ElsonCRD 7414612 · San Francisco, CA
  IA Registered
• Kenneth Dean FincherCRD 1910915 · Rancho Santa Fe, CA
  IA RegisteredRegistration inactive
• Jeffrey Lewis GittermanCRD 1910332 · Edison, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ira Scott GoldbergCRD 5767585 · Edison, NJ
  IA RegisteredBroker
• Erica Irene GrahamCRD 6177125 · Greenfield, MA
  IA RegisteredBroker
• Dev GuptaCRD 4447991 · San Francisco, CA
  IA RegisteredRegistration inactive
• Sarah Michelle GeorgeCRD 7913499 · San Francisco, CA
  IA Registered
• Thomas Joseph HaggertyCRD 2471221 · New York, NY
  IA RegisteredBroker
• David Nathan HaleCRD 4340566 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Evan HarriganCRD 5566320 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Robert William HarriganCRD 3053531 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Philip Allen HartCRD 1231843 · San Francisco, CA
  IA Registered
• Rafia Khushbakht HasanCRD 4671801 · Oak Park, IL
  IA Registered
• Stephanie Lisa HayesCRD 1224647 · South Nyack, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Victor Hayes HicksCRD 2703057 · Southfield, MI
  IA Registered
• Edward Carl HoffmanCRD 5983165 · Edison, NJ
  IA RegisteredBroker
• Robert N HardwickCRD 6385935 · Ridgewood, NJ
  IA Registered
• Eric Seth JardineCRD 5072445 · San Francisco, CA
  IA Registered
• Sandra Marie KerrCRD 2375759 · Southfield, MI
  IA Registered
• Jeremy D KovacsCRD 5065538 · Yorba Linda, CA
  IA RegisteredRegistration inactive
• Michael Lee KrumholzCRD 1977128 · Reading, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dean William KuhlkinCRD 2723896 · New York, NY
  IA RegisteredRegistration inactive
• Timothy James KaiserCRD 5892120 · Rancho Santa Fe, CA
  IA RegisteredRegistration inactive
• Clay Worthington KinnardCRD 6074654 · Centerville, DE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Denise S LeeCRD 6309502 · Irvine, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.