CRD: 131037
Perigon Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2004
- Office Locations
- 45
Office Locations
About Perigon Wealth Management, LLC
Perigon Wealth Management provides holistic financial planning and investment management for individuals and families, busy executives, and organizations seeking mission-aligned portfolios. The team supports equity-compensation tax planning, concentrated stock strategies, retirement income, education and charitable giving, and estate/legacy planning, coordinating with clients’ other advisors. Custody commonly through Schwab or Fidelity.
Reported data analysis
What the numbers show
Between March 28, 2025 and June 12, 2026, reported AUM increased 29.6%, from $8.7B to $11.3B.
Across 5 reported observations, AUM increased 239.3% between December 22, 2022 and June 12, 2026, from $3.3B to $11.3B.
Of the latest reported AUM, 79.7% is discretionary and 20.3% is non-discretionary.
The firm reports 92 advisory representatives and 5,667 clients, or 61.6 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 45 reported office locations and 22 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ARTHUR JOHN AMBARIK
Chief Executive Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #4447307
- Ownership
- Less than 5%
PHILIP ALLEN HART
FOUNDER, PARTNER, Principal
- CRD
- #1231843
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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MARK JOEL ACKERMAN
--
- CRD
- #1312127
Christina Lee Amor
Client Associate
- CRD
- #6684467
Showing 2 of 98 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,997,107,068 | $616,071 |
| Non-Discretionary | $2,296,906,764 | $738,793 |
| Total | $11,294,013,832 | $637,612 |
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Separately Managed Accounts
SMA allocation detail is available
Perigon Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Perigon Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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