In September 2022, the firm announced a merger with PM Wealth Management LLC, and formed a strategic alliance with Prager Metis CPAs LLC, a tax advisory firm. In November 2022, Perigon announced it acquired Nauset Wealth Management LLC, and expanded its Atlanta office. About Perigon Wealth ManagementPerigon Wealth Management, LLC is a registered investment advisor. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. 3 Learn more about RIA Channel's 2022 Top 50 Wealth Managers at https://www.riachannel.com/2022-top-50-wealth-managers-by-growth-methodology/ and Forbes" Top RIA ranking methodology at https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=4058511e17d94 As of April 30, 2024View original content:https://www.prnewswire.com/news-releases/perigon-wealth-management-llc-partners-with-icapital-to-launch-investment-platform-to-enhance-investment-opportunities-in-alternatives-for-clients-302203513.htmlSOURCE Perigon Wealth Management

Source: Forbes July 23, 2024 10:37 UTC