Perigon Wealth Management
Investment Management • 
San Francisco, California, United States • 101-200 Employees
Company overview
| Headquarters | 201 Mission St Ste 1825, San Francisco, 94105, US |
| Phone number | +18779772555 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Risk Management, Wealth Management, Impact Investing, Financial Planning, Investment Management, Financial Technology, Family Office Management |
| Founded | 2004 |
| Employees | 101-200 |
| Socials |
Key Contact at Perigon Wealth Management
Perigon Wealth Management Email Formats
Perigon Wealth Management uses 5 email formats. The most common is {first name} (e.g., john@perigonwealth.com), used 55% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@perigonwealth.com | 55% |
{first initial}.{last name} | j.doe@perigonwealth.com | 14% |
{first name}{last name} | johndoe@perigonwealth.com | 11% |
{first initial}{last name} | jdoe@perigonwealth.com | 10% |
{first name}.{last name} | john.doe@perigonwealth.com | 6% |
About Perigon Wealth Management
Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $9.3 billion as of August 01, 2025 in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing compliance@perigonwealth.com.
Perigon Wealth Management revenue & valuation
| Annual revenue | $15,600,000 |
| Revenue per employee | $126,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $50,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Perigon Wealth Management has 73 employees across 10 departments.
Departments
Number of employees
Funding Data
Perigon Wealth Management has never raised funding before.
Perigon Wealth Management Tech Stack
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