Perigon Wealth Management LLC

Perigon Wealth Management, LLC, also known as Perigon Wealth Management, is a limited liability company based in Delaware with 23 employees, 18 of whom serve in advisory roles. Although the number of clients they serve is unknown, their SEC status is currently listed as Approved, with a registration date of April 7, 2004.

• ARTHUR JOHN AMBARIK

  CHIEF EXECUTIVE OFFICER owns less than 5%

• CHARLES BERNARD PINSON-ROSE

  CHIEF FINANCIAL OFFICER owns less than 5%

• DANIEL NEWHALL

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PERIGON FINANCIAL HOLDINGS, LLC

  MEMBER owns 75% or more

• PHILIP ALLEN HART

  DIRECTOR owns less than 5%

• ARTHUR JOHN AMBARIK

  PARTNER owns more than 25% but less than 50%

• PERIGON PARTNERS, LLC

  MEMBER owns 75% or more

• PHILIP ALLEN HART

  PARTNER owns more than 25% but less than 50%

• Fundx Investment Group LLC
• Rising TIDE Fund Managers LLC
• Reflow Services LLC
• 137 Ventures Management LLC
• Belveron Real Estate Partners LLC
• TOP TIER Capital Partners LLC
• LH Capital Management LLC
• California Private Investment Corp
• Integral Financial Solutions LLC
• Asymmetry Capital Management LP

• Analyzing Perigon Wealth Management's 13F Holdings: Q4 2022 vs. Q1 2023