Perigon Wealth Management, LLC
● SEC registered since 2004CRD 131037SEC# 801-62988San Francisco, CA
Reg. AUM
$11.29B
Employees
159
Accounts
17,713
Location
San Francisco, CA
Perigon Wealth Management, LLC assets under management
Perigon Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2004. It reports $11.3 billion in regulatory assets under management and employs 159 people.
Perigon Wealth Management, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur John Ambarik Control | Chief Executive Officer And Partner | Under 5% | 2019 |
| David Allen Scarpello Control | Chief Financial Officer | Under 5% | 2024 |
| Jeremy Paul Control | President, Partner | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Perigon Wealth Management, LLC manage?
Perigon Wealth Management, LLC reports $11.3 billion in regulatory assets under management on its Form ADV.
How many employees does Perigon Wealth Management, LLC have?
Perigon Wealth Management, LLC reports 159 employees.
Where is Perigon Wealth Management, LLC located?
Perigon Wealth Management, LLC is based in San Francisco, CA and has been SEC-registered since 2004.
Does Perigon Wealth Management, LLC disclose fund performance?
Perigon Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 Mission Street, Suite 1825, San Francisco, CA 94105 |
| Phone | (877) 977-2555 |
| Fax | (415) 430-4160 |
| Office hours | 9:00a.m.- 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1575239 |
| Discloses disciplinary history | No |
Regulatory AUM
$11.29B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$11.29Bregulatory AUM
Discretionary $9BNon-discretionary $2.3B