What departments does Perigon Wealth Management have?

Perigon Wealth Management has employees across 7 departments including Finance, Entertainment, Solutions Engineering, Customer Success, Human Resources.

What is the largest department at Perigon Wealth Management?

The largest department at Perigon Wealth Management is Consultant with 3 employees.

Where are Perigon Wealth Management employees located globally?

Perigon Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Perigon Wealth Management's team size changed over time?

Perigon Wealth Management's team has grown from approximately 113 to 127 employees based on available data.

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Perigon Wealth Management Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Perigon Wealth Management is an independent registered investment adviser operating in the investment management sector. Based in San Francisco, California, it serves clients by developing clear, customized financial plans aimed at helping them achieve personal life goals. The firm is founded, owned, and led by lifelong financial advisors, emphasizing an independent advisory model that supports client objectives while preserving autonomy. In addition to client services, Perigon offers a platform for financial advisors, providing a flexible program that accommodates a wide range of affiliation structures and business models while preserving independence. In late 2025, the firm named Rory T. Shusted as chief people officer to lead its people strategy and support its organizational growth.

Perigon Wealth Management Global Highlights

North America
182

United States Of America
182

Perigon Wealth Management's Leadership

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

Perigon Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Community & Social Services
Entrepreneurship
Other
Branding
Human Resources

Contact profiles from Perigon Wealth Management

Name

Title

Contact

Location

Last Update

T. R.
Client Concierge
Mobile Phone
Email
Mar 04, 2024

Frequently Asked Questions

What is Perigon Wealth Management known for?

Perigon Wealth Management was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-415-430-****

. Explore Perigon Wealth Management's company overview page for more information.

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

Perigon Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Perigon Wealth Management email formats with LeadIQ.

How many employees does Perigon Wealth Management have currently?

Perigon Wealth Management has approximately 154 employees as of August 2026. These team members are located across 1 continents, including North America.

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

As of August 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.

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Perigon Wealth Management Employee Directory

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