PERIGON WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $11.29B |
| Discretionary | $9.00B80% of AUM |
| Non-Discretionary | $2.30B |
| Client Accounts | 17,713 |
| Avg Account Size | $638K |
| Employees | 159 |
| Peak AUM | $11.29BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.3B | +29.6% | +32.7% | +36.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $11.29B |
| Discretionary | $9.00B |
| Employees | 159 |
| Client Accounts | 17713 |
| Client Range | 26-50 |
Contact & Location
Address
201 MISSION STREET
SAN FRANCISCO CA 94105
Phone
(877) 977-2555
Filing History
113 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$9.0B
79.7% of AUM
Non-Discretionary
$2.3B
20.3% of AUM
Disc. mix ▼ 6.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported