Perigon Wealth Management, LLC

$11.29BAssets under management
as of Jun 2026 · SEC Form ADV
San Francisco, CA
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Tech stack

No one at Perigon Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Perigon Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $3.2B held · filed Nov 2024
Fidelity
Per Form ADV · $886M held · filed Nov 2024
Client File Sharing
Portfolio Management