CRD: 131037
Perigon Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitGlacier delta +more
- Established Date
- 04-07-2004
- Office Locations
- 46
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Zenith summit
North timber
- CRD
- #89294
- Ownership
- 4.4%
Showing 2 of 8 owners & executives
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MARK JOEL ACKERMAN
Private Wealth Financial Advisor
- CRD
- #1312127
ARTHUR JOHN AMBARIK
Chief Executive Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #4447307
Peak glacier
Fusion quantum
- CRD
- #56755
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
Total SMA Asset: $11,294,013,832
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $195,328,366 | 17.9% |
| Equity - Exchange | $207,331,785 | 19.0% |
| Cash | $43,648,797 | 4.0% |
| Other | $141,858,590 | 13.0% |
| Municipal Bonds | $183,324,947 | 16.8% |
| Private Funds | $114,578,092 | 10.5% |
| U.S. Government/Agency | $121,125,411 | 11.1% |
| Corporate - Investment Grade | $84,023,934 | 7.7% |
| Total | $1,091,219,922 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM SUMMIT | ALPHA LEGACY | GQH3669FP | ACQK | 3.63% | $2,238,726 |
| WAVE MOMENTUM | MATRIX EAGLE | X4ZCYLZJC | HHN | 11.30% | $99,768,997 |
| MOMENTUM SUMMIT MATRIX | BRIDGE PEAK | MD05N187A | RXGBC | 8.47% | $111,294,685 |
| RIDGE TIMBER | UNISON MATRIX | I0HMA9NP9 | DPEB | 1.71% | $79,205,245 |
| OAK UNISON VALUE | OAK VERTEX | 01FWNQNIT | UGV | 5.73% | $90,161,368 |
| VERTEX HORIZON ALPHA | SUMMIT VECTOR | VYC8VMI7A | OVF | 3.19% | $84,276,369 |
| VECTOR ZENITH FOUNDATION | RIDGE CAPITAL | JW7LLK81N | ZCSTN | 11.90% | $73,880,074 |
| NORTH LEGACY | OPTIMA RADIAL | HH3M7ZWEE | NFR | 10.47% | $116,620,868 |