Perigon Merges with PM Wealth


November 30, 2022

On September 8, 2022, Perigon Wealth Management announced its merger with PM Wealth Management.

Under the terms of the transaction, Perigon Wealth Management (“Perigon”) merged with PM Wealth Management (“PM Wealth”). The combined entity will operate under the Perigon name and will have approximately $4.3 billion in assets under management. The financial terms of the transaction were not disclosed.

Perigon, based in San Francisco, is a registered investment advisor that offers financial planning to individuals and businesses. Perigon manages over $3 billion in client assets.

PM Wealth, based in New York, is a full-service registered investment advisor offering retirement, insurance, and tax advisory services. PM Wealth manages $750 million in client assets.

To read the press release: please click here.

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