# Perigon Wealth Management, LLC

> Perigon Wealth Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 131037
- Filed as: PERIGON WEALTH MANAGEMENT, LLC
- Also doing business as: BLUE WATER CAPITAL MANAGEMENT, BURLESON & COMPANY, COGNIZANT WEALTH ADVISORS, GITTERMAN ASSET MANAGEMENT, GITTERMAN WEALTH MANAGEMENT, PM WEALTH MANAGEMENT, PRUDEO PARTNERS, STAKEHOLDERS CAPITAL, WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131037
- AdvisorCensus page: https://advisorcensus.com/firm/perigon-wealth-management-llc-san-francisco-ca-131037

## Quick answers

**How is Perigon Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Perigon Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Perigon Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it); Hourly rate: $150 to $500 an hour (standalone, project-based financial planning services); Flat fee: $1,000 to $15,000 (standalone, project-based financial planning services); Flat fee: $15,000 a year (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Perigon Wealth Management, LLC located?**
Perigon Wealth Management, LLC's principal office is in San Francisco, CA, according to its Form ADV; the July 2026 filing also lists 23 other offices (Schedule D, Section 1.F).

**Is Perigon Wealth Management, LLC registered with the SEC or a state?**
Perigon Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131037.

**How much does Perigon Wealth Management, LLC manage?**
Perigon Wealth Management, LLC reports $11,294,013,832 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (80% discretionary).

**How have Perigon Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Perigon Wealth Management, LLC: Regulatory assets under management: $2,366,000,000 in the October 2021 data and $11,294,013,832 in the October 2026 data, up 377%. Total employees: 47 in October 2021 and 159 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Perigon Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,768); high net worth individuals (1,653); pension and profit sharing plans (but not the plan participants or government pension plans) (120).

**Which custodians does Perigon Wealth Management, LLC use?**
Perigon Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Perigon Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131037

**What changed in Perigon Wealth Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Changed its office addresses in Edison, NJ. Registered or notice-filed in VT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)

> Advisory fees range from 0.20% to 2.00% annually. Perigon has multiple tiered and non-tiered fee schedules that fall within this range of fees.

- Hourly rate: $150 to $500 an hour (standalone, project-based financial planning services)

> Hourly engagements typically range from $150 to $500. Fixed engagement fees typically range from $1,000 to $15,000.

- Flat fee: $1,000 to $15,000 (standalone, project-based financial planning services)

> Hourly engagements generally range from $150 to $500. Fixed engagement fees generally range from $1,000 to $15,000.

- Flat fee: $15,000 a year (standalone financial planning services)

> Ongoing Services – Perigon offers standalone financial planning services for a fixed fee, generally up to $15,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $11,294,013,832
- Discretionary: $8,997,107,068
- Non-discretionary: $2,296,906,764

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,768 | $1,807,267,534 |
| High net worth individuals | 1,653 | $7,460,120,111 |
| Banking or thrift institutions | Fewer than 5 | $589,130 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 120 | $1,095,137,725 |
| Charitable organizations | 26 | $314,189,291 |
| Corporations or other businesses not listed above | 97 | $616,710,041 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 159 total, 92 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Amherst, MA
- Atlanta, GA
- Boca Raton, FL
- Cranbury, NJ
- Edison, NJ
- Henderson, NV
- Honolulu, HI
- Irvine, CA
- New York, NY
- Palo Alto, CA
- Petaluma, CA
- Rancho Santa Fe, CA
- Reading, PA
- Ridgewood, NJ
- Santa Monica, CA
- South Nyack, NY
- Southfield, MI
- Syracuse, NY
- Walnut Creek, CA
- West Columbia, SC
- Westport, CT
- White Marsh, MD
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- cognizantwealth.com
- gittermanasset.com
- gittermanwealth.com
- perigonwealth.com
- perigonwealth.com/pmwealth
- prudeo.com
- wealthadvisorsinc.com
- Facebook @CognizantWealth
- Facebook @Perigon360
- Facebook @StakeholdersCapital
- Facebook @WealthAdvisorsInc
- Facebook @bluewatercm
- Facebook @pmwealthllc
- Facebook @prudeo
- LinkedIn @blue-water-capital-mgmt
- LinkedIn @burleson-company
- LinkedIn @gitterman-asset-management
- LinkedIn @perigonwealth
- LinkedIn @prudeo-partners
- LinkedIn @stakeholders-capital-inc-
- X @BlueWaterCM1
- X @perigon
- X @stakeholderscap
- X @wealthadvsinc
- YouTube @prudeopartners6535
- YouTube @UCZxtPcqss28XPiHear93eKA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,366,000,000 | 47 | August 31, 2021 |
| October 2022 | $3,328,851,184 | 70 | September 13, 2022 |
| October 2023 | $4,830,369,323 | 103 | September 21, 2023 |
| October 2024 | $6,940,945,795 | 137 | August 21, 2024 |
| October 2025 | $8,714,418,958 | 141 | March 28, 2025 |
| October 2026 | $11,294,013,832 | 159 | June 12, 2026 |

Regulatory assets under management: $2,366,000,000 in the October 2021 data and $11,294,013,832 in the October 2026 data, up 377%.
Total employees: 47 in October 2021 and 159 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Changed its office addresses in Edison, NJ.
- Registered or notice-filed in VT.

### April 2026
- Added the business name Gitterman Wealth Management.
- Added the business name Gitterman Asset Management.
- Employees performing advisory functions went from 82 to 92.
- Regulatory assets under management went from $8,714,418,958 to $11,294,013,832 (+30%).
- Changed its office addresses in Palo Alto, CA.
- Added an office in Edison, NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perigon Wealth Management, LLC (CRD 131037): Form ADV filing data as of October 2026.