On February 14, 2024, Perigon Wealth Management announced the acquisition of Prudeo Partners.
Perigon Wealth Management LLC (“Perigon”) announced on February 14, 2024 that it acquired Prudeo Partners (“Prudeo”). Prudeo’s Partners Michael Krumholz and Andrew Todd along with its Financial Advisors Sheila Little and Manuel Villegas will join Perigon. Further terms of the deal were not disclosed.
Perigon, based in San Francisco, California, is a registered investment adviser and independent wealth management firm providing investment and financial planning services. As of January 2024, Perigon managed $6.9 billion in client assets.
Prudeo, based in West Columbia, South Carolina, is a registered investment adviser and wealth management firm providing clients with financial planning services. Prudeo has approximately $425 million in assets under management.
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