SAN FRANCISCO, CACRD 131037Latest ADV March 30, 2026
Perigon Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $11.3B in regulatory assets under management, 159 employees, 41 offices, and 17,713 accounts.
Assets Under Management
$11.3B
Employees
159
Offices
41 offices
Total Clients
5,664
Primary office
SAN FRANCISCO, CA
201 MISSION STREET, SUITE 1825, SAN FRANCISCO, CA, United States
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
3,768
2
HNWI
29.2%
1,653
3
Pension Plans
2.1%
120
4
Corporations
1.7%
97
5
Charitable
0.5%
26
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.3Bas of March 30, 2026
Discretionary79.7%
$9.0B
80% of total RAUM79.7%
Non-discretionary20.3%
$2.3B
20% of total RAUM20.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.3B
Total Accounts17,713
10Y AUM Change+$10.4B (+1179.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees159
Clients per Employee36:1
10Y Employee Change+137 (+622.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.