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| Perigon Wealth Management LLC
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|---|---|
| CRD # | 131037 |
| SEC # | 801-62988 |
| CIK # | 0001575239 |
| AUM | $4.8 BB (2023-03-24) |
| Employees | 86 (65% Investors, 12% Brokers) |
| Phone | 415-430-4140 |
| Address | 201 Mission Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| UNP | 134.0 | 0.1 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| HD | 277.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| TMO | 209.7 | 0.0 | |
| V | 419.3 | 0.0 | |
| CRM | 170.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 732 | 0.2 |
| (b) Individuals (high net worth individuals) | 699 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,656 | 3.3 |
| By Discretionary | ||
| Discretionary | 4,415 | 2.8 |
| Non-Discretionary | 241 | 0.6 |
| Total | 4,656 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 4,656 | 3.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001575239] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mission Wealth Management LP
✚
|
CA | 5.0 |
|
Procyon Advisors LLC
✚
|
CT | 4.9 |
|
Hantz Financial Services Inc
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MI | 4.9 |
|
Nicholas Co Inc
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|
WI | 4.9 |
|
BPS Capital Management Inc
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|
MN | 4.9 |
|
Provident Trust Company
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WI | 4.8 |
|
John W Bristol & Co Inc
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|
NY | 4.8 |
|
Wilbanks Smith & Thomas Asset Management LLC
✚
|
VA | 4.8 |
|
T Rowe Price Canada Inc
✚
|
MD | 4.7 |
|
DoubleLine Alternatives LP
✚
|
FL | 4.7 |