Perigon Wealth Management, LLC

Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,940,945,795 in 11,428 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,941
    MILLION
  • Total Number of Accounts
    11,428
    ACCOUNTS
  • Average Account Value
    $607,363
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
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Perigon Wealth Management, LLC
Showing 11 - 20 of 65 top financial advisors.
11
Willis B. Dobbs
CRD#: 5683198
201 Mission Street, Suite 1825, San Francisco, CA 94105

Willis Dobbs (CRD# 5683198) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

12
Paul E. Drolson
CRD#: 1012162
170 South Green Valley Parkway, Suite 300, Henderson, NV 89012

Paul Drolson (CRD# 1012162) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Henderson, NV and has over 42 years of experience in the finance industry.

13
Scott D. Elisha
CRD#: 1826761
Scottsdale, AZ

Scott Elisha (CRD# 1826761) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

14
Trevin L. Epps
CRD#: 4278077
16909 Via De Santa Fe, Suite 200, Rancho Santa Fe, CA 92067

Trevin Epps (CRD# 4278077) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Rancho Santa Fe, CA and has over 23 years of experience in the finance industry.

15
Kenneth D. Fincher
CRD#: 1910915
16909 Via De Santa Fe, Suite 200, Rancho Santa Fe, CA 92067

Kenneth Fincher (CRD# 1910915) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Rancho Santa Fe, CA and has over 29 years of experience in the finance industry.

16
Arthur F. Green
CRD#: 5344209
201 Mission Street, Suite 1825, San Francisco, CA 94105

Arthur Green (CRD# 5344209) 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.

17
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 17 years of experience in the finance industry.

18
Thomas J. Haggerty
CRD#: 2471221
201 Mission Street, Suite 1825, San Francisco, CA 94105

Thomas Haggerty (CRD# 2471221) 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.

19
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 22 years of experience in the finance industry.

20
Andrea M. Hamilton
CRD#: 5447666
201 Mission Street, Suite 1825, San Francisco, CA 94105

Andrea Hamilton (CRD# 5447666) 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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