On November 29, 2023, Perigon Wealth Management, LLC announced that it had acquired Wealth Advisors, Inc.
Under the terms of the transaction, Perigon Wealth Management, LLC (“Perigon”), announced that it had acquired Wealth Advisors, Inc. The deal will see Wealth Advisors, Inc.’s Founder and President, Paul Drolson, join Perigon as a partner. Further terms of the transaction were not disclosed.
Perigon, based in San Francisco, California, is an independent registered investment advisor firm that offers financial planning to individuals and businesses. As of June 2023, Perigon had approximately $5.6 billion in assets under management.
Wealth Advisors, Inc. based in Henderson, Nevada, is an independent registered investment advisor that specializing in retirement, estate, and tax planning. As of November 2023, Wealth Advisors, Inc. had approximately $275 million in assets under management.
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