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 2 of 2

• Eric Jonathan LinserCRD 4079983 · San Francisco, CA
  IA Registered
• Sheila Elizabeth LittleCRD 4452678 · Reading, PA
  IA RegisteredBroker
• Michael Robert LombardoCRD 4368492 · Westport, CT
  IA Registered
• Alexander Mitchell LaziehCRD 6952930 · San Francisco, CA
  IA Registered
• Shelley Diane MartinCRD 4486907 · New York, NY
  IA RegisteredRegistration inactive
• George Millholland MatthaiCRD 1004895 · White Marsh, MD
  IA Registered
• Jonathan Joseph MasseCRD 4480430 · San Francisco, CA
  IA RegisteredRegistration inactive
• Viviana Alexis MattosCRD 6875558 · Petaluma, CA
  IA Registered
• John Andrew PaganelliCRD 4742789 · Syracuse, NY
  IA Registered
• Jeremy PaulCRD 2941072 · Boca Raton, FL
  IA RegisteredBroker
• Jessica Nicole PeabodyCRD 7417092 · Sonoita, AZ
  IA RegisteredRegistration inactive
• Caitlin Mary Louisa PilisukCRD 7756246 · San Francisco, CA
  IA Registered
• Charles Bernard Pinson-RoseCRD 4452987 · Reno, NV
  IA Registered
• Kenneth Michael QuarnaccioCRD 5625092 · Edison, NJ
  IA RegisteredBroker
• Alexandra Joy QuitkoCRD 6154588 · Boca Raton, FL
  IA RegisteredBroker
• William Luther RackleyCRD 4701951 · Midlothian, VA
  IA Registered
• Elias Stuart RauchCRD 4169179 · Edison, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristina Schurrath ReganCRD 3139778 · New London, NH
  IA Registered
• Joseph Nm RustCRD 7009320 · El Segundo, CA
  IA Registered
• Robert Blaney SloanCRD 2075509 · Boca Raton, FL
  IA Registered
• Stephen James SparoliniCRD 5513761 · Walnut Creek, CA
  IA Registered
• Marc Adam SpechtCRD 5846133 · New York, NY
  IA RegisteredBroker
• Christopher Paine SpiresCRD 3135732 · Atlanta, GA
  IA RegisteredBroker
• Lindsay Hambleton SturmakCRD 2875124 · Ridgewood, NJ
  IA RegisteredRegistration inactive
• Edmond SukalicCRD 6972599 · New York, NY
  IA RegisteredBroker
• Stephen Dean SwiftCRD 1819904 · Syracuse, NY
  IA Registered
• Jake SierkaCRD 8095913 · Phoenix, AZ
  IA Registered
• John Edward Townes TaylorCRD 1990537 · Wilmington, DE
  IA RegisteredRegistration inactive
• Richard Jeffrey ThomasCRD 2511190 · Wilmington, DE
  IA RegisteredBroker
• Thomas Mahone TollesonCRD 1452953 · Atlanta, GA
  IA RegisteredBroker
• Steven Lee TopalCRD 6857789 · New York, NY
  IA Registered
• Matthew Tyler TorkelsonCRD 7124244 · Petaluma, CA
  IA Registered
• James Riley WeikartCRD 4330161 · Asheville, NC
  IA RegisteredRegistration inactive
• Gregory Fred WendtCRD 2231401 · Santa Monica, CA
  IA Registered
• Douglas James WheatCRD 5231223 · Amherst, MA
  IA Registered
• Gabe Michael WoloskyCRD 6857791 · New York, NY
  IA Registered
• Scott Allen YiCRD 4983680 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

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.