The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM. In November of that year, Perigon announced it acquired Nauset Wealth Management LLC, and expanded its Atlanta office. Alaris Acquisitions, an M&A advisory firm exclusive to the wealth management industry, served as the advisor for the Blue Water transaction. About Perigon Wealth ManagementPerigon Wealth Management, LLC is a registered investment advisor. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models.

Source: Forbes March 05, 2024 11:02 UTC