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| Perigon Wealth Management LLC
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| CRD # | 131037 |
| SEC # | 801-62988 |
| CIK # | 0001575239 |
| AUM | 11.29 B (2026-06-12) |
| Employees | 159 (58% Investors, 15% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-977-2555 |
| Address | 201 Mission Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 19 Aug 2026 | 5,039 Shares in Intuit Inc. $INTU Acquired by Perigon Wealth Management LLC — MarketBeat |
| Tue, 18 Aug 2026 | Perigon Wealth Management LLC Takes Position in Heico Corporation $HEI — MarketBeat |
| Tue, 18 Aug 2026 | Perigon Wealth Management LLC Makes New $3.55 Million Investment in Enterprise Products Partners L.P. $EPD — MarketBeat |
| Fri, 07 Aug 2026 | Fund Update: New $3.4M $RIOT stock position opened by Perigon Wealth Management, LLC — Quiver Quantitative |
| Fri, 07 Aug 2026 | Fund Update: New $5.2M $HUT stock position opened by Perigon Wealth Management, LLC — Quiver Quantitative |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Occidental Petroleum Corp /DE/ | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,768 | 1.8 |
| (b) Individuals (high net worth individuals) | 1,653 | 7.5 |
| (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 | 120 | 1.1 |
| (h) Charitable organizations | 26 | 0.3 |
| (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 | 97 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 17,713 | 11.3 |
| By Discretionary | ||
| Discretionary | 14,604 | 9.0 |
| Non-Discretionary | 3,109 | 2.3 |
| Total | 17,713 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 17,713 | 11.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001575239] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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