LeadIQ logo
Learn more at LeadIQ.com
Perigon Wealth Management logo

Perigon Wealth Management Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Perigon Wealth Management has about 155 employees, all of them in North America. Banking and Human Resources make up over half of the profiles with a known department. Perigon Wealth Management's workforce spans 13 departments.

Find Perigon Wealth Management employees' phone numbers or email addresses

Perigon Wealth Management Global Highlights

Location
Employees

North America
181

Minus sign iconPlus sign icon
  • United States Of America
    181

Perigon Wealth Management's Leadership

  • Chief Executive Officer | Financial Advisor at Perigon Wealth Management
    A. A.
    Chief Executive Officer | Financial Advisor
    Mobile Phone
  • Head Of Portfolio Management / Trading / Investment Solutions at Perigon Wealth Management
    J. M.
    Head Of Portfolio Management / Trading / Investment Solutions
    Mobile Phone
  • Partner | Head Of Sports And Entertainment at Perigon Wealth Management
    A. M. S.
    Partner | Head Of Sports And Entertainment
    Mobile Phone
  • Director at Perigon Wealth Management
    C. S.
    Director
    Mobile Phone
  • Director, Client Services at Perigon Wealth Management
    T. C.
    Director, Client Services
    Mobile Phone
  • Human Resources Manager at Perigon Wealth Management
    A. M.
    Human Resources Manager
    Mobile Phone
  • Practicing Lawyer at Perigon Wealth Management
    K. S.
    Practicing Lawyer
    Mobile Phone
  • Wealth Advisor at Perigon Wealth Management
    R. H.
    Wealth Advisor
    Mobile Phone

Perigon Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Branding
  • Human Resources

Banking is the largest department at 86% of profiles with a known department, followed by Human Resources (3%) and Accounting (2%).

Contact profiles from Perigon Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer | Financial Advisor at Perigon Wealth Management
    A. A.
    Chief Executive Officer | Financial Advisor
    Mobile Phone
    Aug 14, 2026
  • Partner | Head Of Sports And Entertainment at Perigon Wealth Management
    A. M. S.
    Partner | Head Of Sports And Entertainment
    Mobile Phone
    Sep 19, 2024
  • Head Of Portfolio Management / Trading / Investment Solutions at Perigon Wealth Management
    J. M.
    Head Of Portfolio Management / Trading / Investment Solutions
    Mobile Phone
    Bay
    Sep 15, 2026
  • Director at Perigon Wealth Management
    C. S.
    Director
    Mobile Phone
    Oct 22, 2024
  • Director, Client Services at Perigon Wealth Management
    T. C.
    Director, Client Services
    Mobile Phone
    Oct 30, 2025
  • Human Resources Manager at Perigon Wealth Management
    A. M.
    Human Resources Manager
    Mobile Phone
    Feb 26, 2026
  • Practicing Lawyer at Perigon Wealth Management
    K. S.
    Practicing Lawyer
    Mobile Phone
    Oct 16, 2024
  • Wealth Advisor at Perigon Wealth Management
    R. H.
    Wealth Advisor
    Mobile Phone
    May 13, 2025
  • Wealth Advisor at Perigon Wealth Management
    R. S.
    Wealth Advisor
    Mobile Phone
    Jun 09, 2026
  • Client Concierge at Perigon Wealth Management
    T. R.
    Client Concierge
    Mobile Phone
    Mar 04, 2024

Frequently Asked Questions

What are the largest departments at Perigon Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 86% of profiles with a known department, followed by Human Resources (3%) and Accounting (2%). Perigon Wealth Management's workforce spans 13 departments.

How many employees does Perigon Wealth Management have currently?

Minus sign iconPlus sign iconPerigon Wealth Management has approximately 155 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Perigon Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Perigon Wealth Management's key employees include:

  • Chief Executive Officer | Financial Advisor: A. A.
  • Head Of Portfolio Management / Trading / Investment Solutions: J. M.
  • Partner | Head Of Sports And Entertainment: A. M. S.
  • Director: C. S.
  • Director, Client Services: T. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Perigon Wealth Management's most common email format?

Minus sign iconPlus sign iconPerigon Wealth Management employees' email format typically follows the pattern of First@perigonwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Perigon Wealth Management email formats with LeadIQ.

What is Perigon Wealth Management known for?

Minus sign iconPlus sign iconPerigon Wealth Management was founded in 2004 and operates in the Investment Management industry. You can contact Perigon Wealth Management's main corporate office by phone at
+1-415-430-****
. Explore Perigon Wealth Management's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.