Perigon Wealth Management, LLC

United States
152 Total Employees
Year Founded: 2004
Perigon Wealth Management, LLC is an independent, advisor-led registered investment advisor headquartered in San Francisco. It provides fee-based wealth management and investment advisory services, combining portfolio and investment management with financial planning. The firm also offers standalone financial planning, consulting, concierge, retirement, family-office, and impact-investing services to individuals, families, business owners, and organizations, while supporting affiliated advisors through flexible platform arrangements.

Perigon Wealth Management, LLC Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site:
United States