Benjamin L Covar

CFA

Perigon Wealth Management, LLC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Perigon Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

94 advisors

Number of Clients

4,766 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$8.7B

Fee Structure

Location

201 Mission Street, Suite 1825, San Francisco, CA, 94105

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Perigon Wealth Management, LLC

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 2012 - December 2024 · 12 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

May 2012 - December 2024 · 12 yrs 7 mos

Morgan Stanley Smith Barney LLC

June 2009 - July 2010 · 1 yr 1 mo

Morgan Stanley Smith BarneyBroker

June 2009 - July 2010 · 1 yr 1 mo

Citigroup Global Markets INC.

January 2009 - June 2009 · 5 mos

Citigroup Global Markets INC.Broker

October 2008 - June 2009 · 8 mos

Wachovia Securities, LLCBroker

July 2006 - October 2008 · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.