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Perigon Wealth Management

About Perigon Wealth Management

Perigon Wealth Management, LLC is an SEC-registered investment advisor based in the United States, specializing in comprehensive wealth management. The company focuses on optimizing income, budgeting, retirement planning, and college savings for its clients. As of June 30, 2024, Perigon managed approximately $8.2 billion in client assets, establishing itself as a significant player in the wealth management sector.

Min project size

50,000+

Hourly rate

50 / hr

Employees

150

Locations

United States

Year founded

Founded 2004

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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