You're signed outSign in or to get full access.
Perigon Wealth Management, LLC
Perigon Wealth Management, LLC is an SEC-registered investment adviser headquartered in San Francisco, California. Founded in March 2004 and organized as an LLC under the laws of Delaware, Perigon specializes in providing comprehensive financial advisory services to individuals, families, and institutions. The firm serves a diverse client base with customized investment management, financial, and retirement planning services through a team of investment advisor representatives. Perigon's workforce combines entrepreneurial spirit with collaborative support for both clients and affiliated advisors. As of December 31, 2024, they manage approximately $8.71 billion in assets. Employee count varies but is typically over 50.
Investment Strategy
Perigon provides personalized, goals-based wealth management and investment advisory services. Their approach begins with client-specific analysis, establishing an investment policy around stated objectives, risk tolerance, and tax considerations. Perigon employs a core philosophy favoring cost-effective exposure to public equity and fixed income, with selective use of alternative investments for diversification and higher return potential when appropriate. The firm employs both discretionary and non-discretionary management, can integrate legacy portfolio positions for tax efficiency, and emphasizes portfolio flexibility, open architecture, and responsible (sustainable) investing. For qualified clients, Perigon provides family office solutions and can act as a sub-adviser for third-party investment advisors. All accounts are managed with fiduciary responsibility and may include ERISA-compliant services for retirement plans.
Latest 13F Filing Activity
Perigon Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,183 equity positions with a total 13F market value of $5B. The fund increased holdings in Apple Inc., Nvidia Corporation, Alphabet Inc. among other positions. Perigon Wealth Management, LLC reduced exposure to Ishares TR, Invesco DB Multi-sector Comm, Ishares TR among others.
Top Holdings
Equity Positions (1,183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.56% | $321.6M | 1,723,755 | $24.04 | $186.58 | +$50.4M |
A AAPL | APPLE INC | 5.70% | $279.6M | 1,098,241 | $113.57 | $254.63 | +$54.7M |
I IVV | ISHARES TR | 2.29% | $112.1M | 167,542 | $454.45 | $669.30 | -$1.9M |
Q QQQ | INVESCO QQQ TR | 2.18% | $106.9M | 177,999 | $371.15 | $600.37 | +$6.8M |
A AMZN | AMAZON COM INC | 2.04% | $99.9M | 455,189 | $134.06 | $219.57 | +$2.3M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Trader | New York, NY , United States | |
 | Trader | Tea, SD , United States | |
 | Partner | New York, NY , United States | |
S Scott Elisha | Chief Options Strategist and Portfolio Manager | CA , United States | |
 | Vice President- Investments | Boca Raton, FL , United States | |
 | Trader | United States | |
 | Partner | Syracuse, NY , United States | |
 | Head of Portfolio Management and Trading and Investment Solutions | CA , United States | |
P Philip Hart | President and Chief Investment Officer | San Francisco, CA , United States | |
 | Chief Investment Officer | Chicago, IL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more