Operating Company Financial Services

Perigon Wealth Management

San Francisco, California, United States

Independent, advisor-led registered investment advisor (RIA) providing wealth management and financial planning services, offering a platform for advisors to affiliate using flexible affiliation structures and business models.

Focus Areas
Wealth management, Registered investment advisor (RIA), Financial planning

Tracked deals

4

4 tracked deals across 2024-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Addon

2 addon · 2 buyout

Perigon Wealth Management Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Perigon Wealth Management. 3 2024 1 2025

Supporting Data

Recent Transactions

  • Perigon Wealth Management Acquires Gitterman Wealth Management and Gitterman Asset Management
    October 1, 2025
    Buyer
    Perigon Wealth Management, LLC
    Target
    Gitterman Wealth Management, Gitterman Asset Management
    Industry
    Financial Services
    Location
    New Jersey, United States
    Type
    Buyout

    Perigon Wealth Management, an independent investment advisory firm, announced it has acquired Gitterman Wealth Management and Gitterman Asset Management. The Edison, New Jersey firms collectively manage $1.3 billion in client assets, and Gitterman partners Jeffrey Gitterman and Eli Rauch will become Managing Directors at Perigon.

  • Perigon Wealth Management Acquires Creative Financial Planning Inc.
    June 27, 2024
    Buyer
    Perigon Wealth Management LLC
    Target
    Creative Financial Planning Inc.
    Industry
    Wealth Management
    Location
    New York, United States
    Type
    Buyout

    Perigon Wealth Management LLC, an independent RIA with approximately $7.75 billion in client assets, has acquired Creative Financial Planning Inc., a New York-based wealth management firm with roughly $150 million in AUM. Creative Financial Planning's founder Lisa Hayes and COO Daniel Gwizdak will join Perigon as wealth managers and partners; terms were not disclosed.

  • Perigon Wealth Management Acquires Blue Water Capital Management and Lumin Financial
    March 5, 2024
    Buyer
    Perigon Wealth Management LLC
    Target
    Blue Water Capital Management LLC, Lumin Financial LLC
    Industry
    Financial Services
    Location
    United States
    Type
    Addon

    Perigon Wealth Management LLC has acquired Blue Water Capital Management LLC (Syracuse, NY) and Lumin Financial LLC (Southfield, MI), adding approximately $375 million of combined AUM. The transactions expand Perigon’s advisor-led RIA platform and bolster its presence in New York and Michigan; terms were not disclosed.

  • Perigon Wealth Management Acquires Prudeo Partners
    February 14, 2024
    Buyer
    Perigon Wealth Management LLC
    Target
    Prudeo Partners
    Industry
    Financial Services
    Location
    South Carolina, United States
    Type
    Addon

    Perigon Wealth Management acquired Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina, adding approximately $425 million in client assets to Perigon's platform. Terms were not disclosed; several Prudeo advisors and staff will join Perigon as partners and advisors, expanding Perigon's advisor-led footprint and AUM.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by Perigon Wealth Management. Wealth Management Buyers & Acquisitions 1 tracked deal by Perigon Wealth Management. Acquisitions in New Jersey 1 tracked deal by Perigon Wealth Management. Acquisitions in New York 1 tracked deal by Perigon Wealth Management. Acquisitions in South Carolina 1 tracked deal by Perigon Wealth Management.

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