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PERIGON WEALTH MANAGEMENT, LLC

EIN 20-1006470-investment management-Latest filing 2025
Plans
1
Retirement
1
$9.5M assets
Welfare
0
Participants
133
201 MISSION STREET, SUITE 1825 - SAN FRANCISCO, CA 94105415-430-4143perigonwealth.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$9.5M - 133 part

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Retirement#001

PERIGON WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$9.5M
Participants133
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERIGON WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN AND TRUST401k$9.5M1332025
Retirement plans
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