PERIGON WEALTH MANAGEMENT, LLC
CRD #131037 SEC #801-62988 SAN FRANCISCO, CA (877) 977-2555
SEC Registered
Total AUM
$8.7B
Discretionary
$7.5B
Employees
141
Clients
101
Accounts
15,456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.7B | $7.5B | $1.2B | 141 | 1 |
| Nov 2024 | $6.9B | $5.1B | $1.8B | 137 | 9 |
| Aug 2024 | $6.9B | $5.1B | $1.8B | 137 | 9 |
| Jul 2024 | $6.9B | $5.1B | $1.8B | 136 | 9 |
| Jun 2024 | $6.9B | $5.1B | $1.8B | 133 | 9 |
| Apr 2024 | $6.9B | $5.1B | $1.8B | 129 | 9 |
| Apr 2024 | $6.9B | $5.1B | $1.8B | 129 | 9 |
| Mar 2024 | $6.9B | $5.1B | $1.8B | 126 | 9 |
| Feb 2024 | $4.8B | $4B | $786.4M | 111 | 22 |
| Dec 2023 | $4.8B | $4B | $786.4M | 111 | 22 |
| Oct 2023 | $4.8B | $4B | $786.4M | 104 | 22 |
| Oct 2023 | $4.8B | $4B | $786.4M | 103 | 22 |
| Sep 2023 | $4.8B | $4B | $786.4M | 103 | 22 |
| Aug 2023 | $4.8B | $4B | $786.4M | 104 | 22 |
| Jun 2023 | $4.8B | $4B | $786.4M | 102 | 22 |
| Apr 2023 | $4.8B | $4B | $786.4M | 102 | 22 |
| Mar 2023 | $4.8B | $4B | $786.4M | 98 | 22 |
| Feb 2023 | $3.3B | $2.8B | $567.9M | 86 | 0 |
| Dec 2022 | $3.3B | $2.8B | $567.9M | 81 | 0 |
| Dec 2022 | $3.3B | $2.8B | $567.9M | 80 | 0 |
| Sep 2022 | $3.3B | $2.8B | $567.9M | 70 | 0 |
| Jun 2022 | $3.3B | $2.8B | $567.9M | 70 | 0 |
| Jun 2022 | $3.3B | $2.8B | $567.9M | 70 | 0 |
| Apr 2022 | $3.3B | $2.8B | $567.9M | 65 | 0 |
| Mar 2022 | $3.3B | $2.8B | $567.9M | 61 | 0 |
| Mar 2022 | $3.3B | $2.8B | $567.9M | 62 | 0 |
| Jan 2022 | $2.4B | $2B | $360M | 60 | 0 |
| Dec 2021 | $2.4B | $2B | $360M | 59 | 0 |
| Nov 2021 | $2.4B | $2B | $360M | 50 | 0 |
| Oct 2021 | $2.4B | $2B | $360M | 48 | 0 |
| Oct 2021 | $2.4B | $2B | $360M | 47 | 0 |
| Aug 2021 | $2.4B | $2B | $360M | 47 | 0 |
| Aug 2021 | $2.4B | $2B | $360M | 46 | 0 |
| Jul 2021 | $2.4B | $2B | $360M | 46 | 0 |
| Jun 2021 | $2.4B | $2B | $360M | 45 | 0 |
| Apr 2021 | $2.4B | $2B | $360M | 46 | 0 |
| Mar 2021 | $2.4B | $2B | $360M | 41 | 0 |
| Dec 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| Sep 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| Jun 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| Jun 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| May 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| May 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| Feb 2020 | $1.8B | $1.5B | $321M | 32 | 0 |
| Jan 2020 | $772M | $751M | $21M | 23 | 0 |
| Nov 2019 | $772M | $751M | $21M | 23 | 0 |
| Oct 2019 | $772M | $751M | $21M | 23 | 0 |
| Sep 2019 | $772M | $751M | $21M | 23 | 0 |
| Apr 2019 | $772M | $751M | $21M | 19 | 0 |
| Apr 2019 | $772M | $751M | $21M | 19 | 0 |
| Mar 2019 | $772M | $751M | $21M | 19 | 0 |
| Jan 2019 | $625.1M | $611.2M | $13.9M | 17 | 0 |
| Dec 2018 | $625.1M | $611.2M | $13.9M | 17 | 0 |
| Sep 2018 | $625.1M | $611.2M | $13.9M | 17 | 0 |
| Jul 2018 | $625.1M | $611.2M | $13.9M | 17 | 0 |
| Mar 2018 | $625.1M | $611.2M | $13.9M | 16 | 0 |
| Feb 2018 | $882.5M | $868.8M | $13.7M | 22 | 0 |
| Jul 2017 | $882.5M | $868.8M | $13.7M | 22 | 365 |
| Jul 2017 | $882.5M | $868.8M | $13.7M | 22 | 365 |
| May 2017 | $882.5M | $868.8M | $13.7M | 22 | 365 |
| Mar 2017 | $882.5M | $868.8M | $13.7M | 22 | 365 |
| Jun 2016 | $721.9M | $708.7M | $13.2M | 18 | 290 |
| Mar 2016 | $721.9M | $708.7M | $13.2M | 15 | 290 |
| Feb 2016 | $821.4M | $693.6M | $127.8M | 16 | 100 |
| Nov 2015 | $821.4M | $693.6M | $127.8M | 16 | 100 |
| Aug 2015 | $821.4M | $693.6M | $127.8M | 16 | 100 |
| Aug 2015 | $821.4M | $693.6M | $127.8M | 16 | 100 |
| Mar 2015 | $821.4M | $693.6M | $127.8M | 16 | 100 |
| Sep 2014 | $877.2M | $671.1M | $206.1M | 15 | 100 |
| Jul 2014 | $284.5M | $269.8M | $14.7M | 11 | 100 |
| Mar 2014 | $284.5M | $269.8M | $14.7M | 11 | 100 |
| Aug 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Jul 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Jul 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Jul 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Jun 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Apr 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Apr 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Mar 2013 | $162.6M | $149M | $13.7M | 7 | 26 |
| Mar 2012 | $147.4M | $131.3M | $16M | 6 | 26 |
| Feb 2012 | $147.4M | $131.3M | $16M | 6 | 26 |
| Mar 2010 | $96.7M | $93.9M | $2.8M | 10 | -- |
| Mar 2009 | $77.7M | $75.1M | $2.7M | 10 | -- |
| Mar 2007 | $75.4M | $72M | $3.4M | 10 | -- |
| Jan 2005 | $52M | $52M | $0 | 10 | -- |
| Aug 2004 | $49M | $49M | $0 | 10 | -- |
| Apr 2004 | $0 | $0 | $0 | 10 | -- |
| Mar 2004 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$8.7B
Discretionary$7.5B
Non-Disc.$1.2B
Employees141
Clients1
DateNov 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees137
Clients9
DateAug 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees137
Clients9
DateJul 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees136
Clients9
DateJun 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees133
Clients9
DateApr 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees129
Clients9
DateApr 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees129
Clients9
DateMar 2024
Total AUM$6.9B
Discretionary$5.1B
Non-Disc.$1.8B
Employees126
Clients9
DateFeb 2024
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees111
Clients22
DateDec 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees111
Clients22
DateOct 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees104
Clients22
DateOct 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees103
Clients22
DateSep 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees103
Clients22
DateAug 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees104
Clients22
DateJun 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees102
Clients22
DateApr 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees102
Clients22
DateMar 2023
Total AUM$4.8B
Discretionary$4B
Non-Disc.$786.4M
Employees98
Clients22
DateFeb 2023
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees86
Clients0
DateDec 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees81
Clients0
DateDec 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees80
Clients0
DateSep 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees70
Clients0
DateJun 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees70
Clients0
DateJun 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees70
Clients0
DateApr 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees65
Clients0
DateMar 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees61
Clients0
DateMar 2022
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$567.9M
Employees62
Clients0
DateJan 2022
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees60
Clients0
DateDec 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees59
Clients0
DateNov 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees50
Clients0
DateOct 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees48
Clients0
DateOct 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees47
Clients0
DateAug 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees47
Clients0
DateAug 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees46
Clients0
DateJul 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees46
Clients0
DateJun 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees45
Clients0
DateApr 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees46
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2B
Non-Disc.$360M
Employees41
Clients0
DateDec 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateSep 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateMay 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateMay 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateFeb 2020
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$321M
Employees32
Clients0
DateJan 2020
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees23
Clients0
DateNov 2019
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees23
Clients0
DateOct 2019
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees23
Clients0
DateSep 2019
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees23
Clients0
DateApr 2019
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees19
Clients0
DateApr 2019
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees19
Clients0
DateMar 2019
Total AUM$772M
Discretionary$751M
Non-Disc.$21M
Employees19
Clients0
DateJan 2019
Total AUM$625.1M
Discretionary$611.2M
Non-Disc.$13.9M
Employees17
Clients0
DateDec 2018
Total AUM$625.1M
Discretionary$611.2M
Non-Disc.$13.9M
Employees17
Clients0
DateSep 2018
Total AUM$625.1M
Discretionary$611.2M
Non-Disc.$13.9M
Employees17
Clients0
DateJul 2018
Total AUM$625.1M
Discretionary$611.2M
Non-Disc.$13.9M
Employees17
Clients0
DateMar 2018
Total AUM$625.1M
Discretionary$611.2M
Non-Disc.$13.9M
Employees16
Clients0
DateFeb 2018
Total AUM$882.5M
Discretionary$868.8M
Non-Disc.$13.7M
Employees22
Clients0
DateJul 2017
Total AUM$882.5M
Discretionary$868.8M
Non-Disc.$13.7M
Employees22
Clients365
DateJul 2017
Total AUM$882.5M
Discretionary$868.8M
Non-Disc.$13.7M
Employees22
Clients365
DateMay 2017
Total AUM$882.5M
Discretionary$868.8M
Non-Disc.$13.7M
Employees22
Clients365
DateMar 2017
Total AUM$882.5M
Discretionary$868.8M
Non-Disc.$13.7M
Employees22
Clients365
DateJun 2016
Total AUM$721.9M
Discretionary$708.7M
Non-Disc.$13.2M
Employees18
Clients290
DateMar 2016
Total AUM$721.9M
Discretionary$708.7M
Non-Disc.$13.2M
Employees15
Clients290
DateFeb 2016
Total AUM$821.4M
Discretionary$693.6M
Non-Disc.$127.8M
Employees16
Clients100
DateNov 2015
Total AUM$821.4M
Discretionary$693.6M
Non-Disc.$127.8M
Employees16
Clients100
DateAug 2015
Total AUM$821.4M
Discretionary$693.6M
Non-Disc.$127.8M
Employees16
Clients100
DateAug 2015
Total AUM$821.4M
Discretionary$693.6M
Non-Disc.$127.8M
Employees16
Clients100
DateMar 2015
Total AUM$821.4M
Discretionary$693.6M
Non-Disc.$127.8M
Employees16
Clients100
DateSep 2014
Total AUM$877.2M
Discretionary$671.1M
Non-Disc.$206.1M
Employees15
Clients100
DateJul 2014
Total AUM$284.5M
Discretionary$269.8M
Non-Disc.$14.7M
Employees11
Clients100
DateMar 2014
Total AUM$284.5M
Discretionary$269.8M
Non-Disc.$14.7M
Employees11
Clients100
DateAug 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateJul 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateJul 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateJul 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateJun 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateApr 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateApr 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateMar 2013
Total AUM$162.6M
Discretionary$149M
Non-Disc.$13.7M
Employees7
Clients26
DateMar 2012
Total AUM$147.4M
Discretionary$131.3M
Non-Disc.$16M
Employees6
Clients26
DateFeb 2012
Total AUM$147.4M
Discretionary$131.3M
Non-Disc.$16M
Employees6
Clients26
DateMar 2010
Total AUM$96.7M
Discretionary$93.9M
Non-Disc.$2.8M
Employees10
Clients--
DateMar 2009
Total AUM$77.7M
Discretionary$75.1M
Non-Disc.$2.7M
Employees10
Clients--
DateMar 2007
Total AUM$75.4M
Discretionary$72M
Non-Disc.$3.4M
Employees10
Clients--
DateJan 2005
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--