Perigon Wealth Management, LLC

Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,780,000,000 in 2,412 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,780
    MILLION
  • Total Number of Accounts
    2,412
    ACCOUNTS
  • Average Account Value
    $737,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, MA, MT, NJ, NY, OR, TX, WA

Financial Advisors at Perigon Wealth Management, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Arthur J. Ambarik
CRD#: 4447307
201 Mission Street, Suite 1825, San Francisco, CA 94105

Arthur Ambarik (CRD# 4447307) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 19 years of experience in the finance industry. Arthur Ambarik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mary L. Ballin
CRD#: 2978336
201 Mission Street, Suite 1825, San Francisco, CA 94105

Mary Ballin (CRD# 2978336) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 22 years of experience in the finance industry. Mary Ballin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott D. Elisha
CRD#: 1826761
201 Mission Street, Suite 1825, San Francisco, CA 94105

Scott Elisha (CRD# 1826761) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

4
Dev Gupta
CRD#: 4447991
201 Mission Street, Suite 1825, San Francisco, CA 94105

Dev Gupta (CRD# 4447991) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

5
David N. Hale
CRD#: 4340566
201 Mission Street, Suite 1825, San Francisco, CA 94105

David Hale (CRD# 4340566) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

6
Robert Hardwick
CRD#: 6385935
201 Mission Street, Suite 1825, San Francisco, CA 94105

Robert Hardwick (CRD# 6385935) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry. Robert Hardwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Philip A. Hart
CRD#: 1231843
201 Mission Street, Suite 1825, San Francisco, CA 94105

Philip Hart (CRD# 1231843) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.

8
Jonathan D. Horst
CRD#: 5558494
201 Mission Street, Suite 1825, San Francisco, CA 94105

Jonathan Horst (CRD# 5558494) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry. Jonathan Horst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Eric S. Jardine
CRD#: 5072445
201 Mission Street, Suite 1825, San Francisco, CA 94105

Eric Jardine (CRD# 5072445) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

10
Marisa Joelson
CRD#: 2664624
201 Mission Street, Suite 1825, San Francisco, CA 94105

Marisa Joelson (CRD# 2664624) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

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