Fee-only adviser · San Francisco, CA
Perigon Wealth Management, LLC
Perigon Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Francisco, California. On its latest Form ADV, filed June 12, 2026, it reports $11.3B in regulatory assets under management, 5,421 individual clients and 92 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 131037 · SEC file 801-62988 |
| Office | 201 Mission Street Suite 1825 San Francisco, CA 94105 |
| Phone | (877) 977-2555 |
| Website | perigonwealth.com |
| Regulatory assets under management | $11.3B ($9.0B discretionary) |
| Individual clients | 3,768 non-high-net-worth, 1,653 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 159 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Francisco
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- Asset Dedication, LLC $2.9B
- Natural Investments $2.0B
- Bakeravenue $7.7B
- Delta Investment Management, LLC $857M
- Osborne Partners $2.7B
See all 144 fee-only advisers in San Francisco →
Nearby
- Emeryville 2 firms
- Tiburon 4 firms
- Sausalito 7 firms
- Oakland 17 firms
- Alameda 2 firms
- Albany 2 firms
- Berkeley 10 firms
- South San Francisco 2 firms
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