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| Happy Holidays!! thanks for using AUM13F!! |
| Perigon Wealth Management LLC
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| CRD # | 131037 |
| SEC # | 801-62988 |
| CIK # | 0001575239 |
| AUM | $8.7 B (2025-03-28) |
| Employees | 141 (58% Investors, 11% Brokers) |
| Phone | 877-977-2555 |
| Address | 201 Mission Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001575239 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Occidental Petroleum Corp /DE/ | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Moodys Corp /DE/ | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,229 | 4.3 |
| (b) Individuals (high net worth individuals) | 288 | 2.7 |
| (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 | 121 | 0.9 |
| (h) Charitable organizations | 27 | 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 | 101 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 15,456 | 8.7 |
| By Discretionary | ||
| Discretionary | 14,008 | 7.5 |
| Non-Discretionary | 1,448 | 1.2 |
| Total | 15,456 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 15,456 | 8.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001575239] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conrad Siegel Investment Advisors Inc
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|
PA | 9.0 |
|
Forum Financial Management LP
✚
|
IL | 9.0 |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 9.0 |
|
Parallel Advisors LLC
✚
|
CA | 8.7 |
|
Capital Analysts LLC
✚
|
PA | 8.7 |
|
Advisory Services Network LLC
✚
|
GA | 8.6 |
|
DF Dent and Company Inc
✚
|
MD | 8.6 |
|
Crawford Investment Counsel Inc
✚
|
GA | 8.5 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 8.5 |
|
Saturna Capital Corporation
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|
WA | 8.4 |