On October 1, 2025, Perigon Wealth Management announced the acquisition of Gitterman Wealth Management.
Perigon Wealth Management (“Perigon”) announced on October 1, 2025 that it acquired Gitterman Wealth Management (“Gitterman”). Gitterman partners Jeffrey Gitterman and Eli Rauch will become Managing Directors at Perigon. Further terms of the deal were not disclosed.
Perigon, based in San Francisco, California, is a registered investment advisor and independent wealth management firm providing investment and financial planning services. As of September 2025, Perigon managed $9.3 billion in client assets.
Gitterman, based in Edison, New Jersey, is a registered investment advisor offering wealth management services. Gitterman has approximately $1.3 billion in total client assets.
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