Perigon Wealth Management, LLC

Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,328,851,184 in 4,656 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,329
    MILLION
  • Total Number of Accounts
    4,656
    ACCOUNTS
  • Average Account Value
    $714,959
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)
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, CT, DE, FL, GA, HI, IL, IN, LA, MA, MD, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Perigon Wealth Management, LLC
Showing 1 - 10 of 45 top financial advisors.
1
Scott A. Yi
CRD#: 4983680
201 Mission Street, Suite 1825, San Francisco, CA 94105
Scott Yi (CRD# 4983680) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 10 years of experience in the finance industry.
2
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 20 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.

3
Christie A. Baker
CRD#: 1690585
201 Mission Street, Suite 1825, San Francisco, CA 94105

Christie Baker (CRD# 1690585) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 33 years of experience in the finance industry. Christie Baker 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.

4
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 23 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.

5
Tyler W. Brooks
CRD#: 6690507
201 Mission Street, Suite 1825, San Francisco, CA 94105

Tyler Brooks (CRD# 6690507) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Stephen A. Colavito
CRD#: 2418662
201 Mission Street, Suite 1825, San Francisco, CA 94105

Stephen Colavito (CRD# 2418662) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

7
Willis B. Dobbs
CRD#: 5683198
Atlanta, GA

Willis Dobbs (CRD# 5683198) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
Stacie L. Giddings
CRD#: 5036285
201 Mission Street, Suite 1825, San Francisco, CA 94105

Stacie Giddings (CRD# 5036285) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

10
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 15 years of experience in the finance industry. Dev Gupta 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.

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