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 41 - 50 of 65 top financial advisors.
41
William L. Rackley
CRD#: 4701951
201 Mission Street, Suite 1825, San Francisco, CA 94105

William Rackley (CRD# 4701951) 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.

42
Joseph Rust
CRD#: 7009320
201 Mission Street, Suite 1825, San Francisco, CA 94105

Joseph Rust (CRD# 7009320) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

43
Stephen J. Sparolini
CRD#: 5513761
201 Mission Street, Suite 1825, San Francisco, CA 94105

Stephen Sparolini (CRD# 5513761) 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.

44
Marc A. Specht
CRD#: 5846133
201 Mission Street, Suite 1825, San Francisco, CA 94105

Marc Specht (CRD# 5846133) is an Investment Advisor Representative working at LPL Financial in New York, NY and has over 8 years of experience in the finance industry.

45
Lindsay H. Sturmak
CRD#: 2875124
215 East Ridgewood Ave., Suite 205, Ridgewood, NJ 07450

Lindsay Sturmak (CRD# 2875124) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Ridgewood, NJ and has over 26 years of experience in the finance industry.

46
Stephen D. Swift
CRD#: 1819904
507 Plum Street, Suite 102, Syracuse, NY 13204

Stephen Swift (CRD# 1819904) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Syracuse, NY and has over 35 years of experience in the finance industry.

47
John E. Taylor
CRD#: 1990537
Daufuskie Island, SC

John Taylor (CRD# 1990537) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Daufuskie Island, SC and has over 31 years of experience in the finance industry.

48
Richard J. Thomas
CRD#: 2511190
201 Mission Street, Suite 1825, San Francisco, CA 94105

Richard Thomas (CRD# 2511190) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

49
James R. Weikart
CRD#: 4330161
Asheville, NC

James Weikart (CRD# 4330161) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Asheville, NC and has over 23 years of experience in the finance industry.

50
Gregory F. Wendt
CRD#: 2231401
3110 Main Street, Building C, Santa Monica, CA 90405

Gregory Wendt (CRD# 2231401) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Santa Monica, CA and has over 31 years of experience in the finance industry.

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