Wealth ManagementFinancial Planning and AdvisoryActiveVerified

Perigon Wealth Management

Perigon Wealth Management is an independent wealth management firm providing personalized financial planning for individuals, business owners, and families. It also offers a platform for financial advisors. The firm has offices across the country, including in New York, and manages approximately $9.3 billion in client assets.

Filed April 25, 2025 · Manhattan, NY · New York County

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Source

New York Department of State, Division of Corporations · Entity 7595451 · Retrieved May 17, 2026

Search the registry for 7595451 ›JSON record ›

About Perigon Wealth Management

PERIGON WEALTH MANAGEMENT, LLC filed in New York on April 25, 2025, as a wealth management firm based in Manhattan. The domain was registered 3,115 days before filing, on October 14, 2016, through GoDaddy. The site uses Divi. The registered agent is CT Corporation, a formation service. The same registered agent is used by 1,914 other entities. The website matches the filing. No annual report or EIN on file yet. We estimate revenue between $1 million and $10 million and 26 to 100 employees, with a brick-and-mortar footprint.

  • Domain registered 3,115 days before the New York filing.
  • Registered agent is CT Corporation, a formation service, shared by 1,914 other entities.
  • Website built with Divi and confirmed to match the filing.
  • We estimate revenue of $1M-$10M and 26-100 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 2,836 new businesses registered in Manhattan in April 2025, and the only wealth management business registered there that month.

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Filing Details

Entity NamePERIGON WEALTH MANAGEMENT, LLC
Entity TypeLLC
Entity Number7595451
Filing DateApril 25, 2025
City / State / ZipManhattan, NY 10005
CountyNew York
TimezoneEastern (ET)
EIN on FileNo
Registered AgentC/O C T CORPORATION SYSTEM
Agent AddressLocked
Filed ViaFiling service: CT Corporation
WebsiteYes · domain registered 3115 days before filing · registrar GoDaddy
Website BuildModern · Divi
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees26-100 (estimate)
FootprintBrick and mortar (estimate)
Related Filings1914 with the same registered agent
First Recorded by DayOneLeadMay 17, 2026 (387 days after filing)

Verified Business Profile

SubcategoryFinancial Planning and Advisory

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Perigon Wealth Management registered?

Perigon Wealth Management was registered as LLC on April 25, 2025 in New York.

Where is Perigon Wealth Management located?

Perigon Wealth Management is based in Manhattan, NY, 10005, in New York County.

What type of business is Perigon Wealth Management?

Perigon Wealth Management is classified as a wealth management business (financial planning and advisory).

Does Perigon Wealth Management have an EIN on file?

No EIN was found on file for Perigon Wealth Management at the time of registration.

Who Sells to This Business

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