Perigon Wealth Management is a wealth manager based in San Francisco, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
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 $4 billion 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.
Investment types: Growth Capital, Long-Term Investments, Private Equity
Sectors & themes: Financial Services, Lending and Investments, Professional Services
Preferred geographies: United States
Location: 201 Mission St.\nSuite 1825\nSan Francisco\nCalifornia\n94105\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.