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).

Current Firm Details
201 Mission Street, Suite 1825, San Francisco, CA 94105
https://www.bluewatercm.com/
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 61 - 64 of 64 top financial advisors.
61
Steven Topal, financial advisor New York NY
Steven L. Topal
CRD#: 6857789
14 Penn Plaza, 18th Floor, New York, NY 10122

Steven Topal (CRD# 6857789) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in New York, NY and has over 2 years of experience in the finance industry.

62
Matthew Torkelson, financial advisor San Francisco CA
Matthew T. Torkelson
CRD#: 7124244
201 Mission Street, Suite 1825, San Francisco, CA 94105

Matthew Torkelson (CRD# 7124244) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

63
Gabe Wolosky, financial advisor San Francisco CA
Gabe M. Wolosky
CRD#: 6857791
201 Mission Street, Suite 1825, San Francisco, CA 94105

Gabe Wolosky (CRD# 6857791) 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.

64
Rhoda Woods, financial advisor Southfield MI
Rhoda V. Woods
CRD#: 7178949
2000 Town Center, Suite 1825, Southfield, MI 48075

Rhoda Woods (CRD# 7178949) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Southfield, MI and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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