Perigon Wealth Management, LLC

Based in San Francisco, California, and established in 2004, Perigon Wealth Management, LLC is a financial service company that offers wealth management services to individuals, families, athletes, musicians, entertainers, executives, business owners, and organizations. In October 2025, Perigon Wealth Management, LLC, a portfolio company of Constellation Wealth Capital, acquired Gitterman Wealth Management, LLC. Financial terms were not disclosed. The firm provides investment management, risk management, retirement management, financial planning, and family office services to clients.

In addition, the company also provides tax planning, portfolio strategies, retirement planning, estate and legacy planning, and more. Moreover, the firm offers career advice and enables individuals to navigate through life transitions like career changes, divorce, death, health issues, charitable giving, etc. Perigon operates primarily on a fee-based advisory model, earning revenue through a percentage of assets under management (AUM) and advisory fees. Additional income comes from advisor platform services and consulting arrangements for affiliated advisors.

The firm does not rely on commissions, ensuring alignment with fiduciary standards and client interests. Perigon plans to continue expanding its advisor network and assets under management through strategic acquisitions and organic growth. The firm is focused on enhancing its impact investing capabilities, integrating advanced financial technology, and scaling its advisor platform to support diverse business models. Its recent acquisition of Gitterman Wealth Management signals a strong commitment to ESG-driven strategies and national market penetration.