# PERIGON WEALTH MANAGEMENT, LLC

PERIGON WEALTH MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131037
- Type: SEC-registered investment adviser
- SEC file number: 801-62988
- Location: 201 MISSION STREET, SUITE 1825, SAN FRANCISCO, CA, 94105
- Phone: (877) 977-2555
- Latest filing: 2026-06-12
- Regulatory AUM: $11.3B
- Discretionary AUM: $9.0B
- Non-discretionary AUM: $2.3B
- Clients: 159
- Accounts: 17,713

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (33)

_Showing 25 of 33 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Paul | OWNER; PRESIDENT, PARTNER | PLANO, TX |
| Paul Jeremy | OWNER; PRESIDENT, PARTNER | Plano, TX |
| Philip Allen Hart | FOUNDER AND PARTNER | — |
| Arthur John Ambarik | CHIEF EXECUTIVE OFFICER AND PARTNER; PARTNER | — |
| Lindsay Hambleton Sturmak | PARTNER | — |
| Jonathan Patrick Hoy | CHIEF OPERATING OFFICER | — |
| Rafia Khushbakht Hasan | CHIEF INVESTMENT OFFICER | — |
| David Allen Scarpello | CHIEF FINANCIAL OFFICER | — |
| Jonathan David Robbins | CHIEF COMPLIANCE OFFICER | — |
| STONE ALANA LEE | OFFICE MANAGER/CHIEF COMPLIANCE OFFICER | — |
| HART PHILIP ALLEN | CIO/PRINCIPAL; DIRECTOR; FOUNDER AND PARTNER (+2 more) | — |
| TRIEBES STEVEN ROBERT | PRINCIPAL | — |
| CABALLERO JOSEPH HERIBERTO | OUTSIDE INVESTOR; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| SCHOKNECHT KIMBERLY TEODORE | CHAIRMAN | — |
| HARDING JENNIFER PAGE | DIRECTOR; PARTNER; PRINCIPAL | — |
| JOHNSON JEFFREY ALLEN | DIRECTOR; PARTNER | — |
| SCARPELLO DAVID ALLEN | CHIEF FINANCIAL OFFICER | — |
| HALE CHRISTOPHER HOUSTON | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BORDEN CRISTOPHER JON | PRINCIPAL | — |
| ROBBINS DAVID | CHIEF COMPLIANCE OFFICER | — |
| SCHOW STEVEN HOWARD | DIRECTOR; PARTNER | — |
| AMBARIK ARTHUR JOHN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND PARTNER; DIRECTOR (+1 more) | — |
| JARAVATA GESA EMARIE | CHIEF COMPLIANCE OFFICER | — |
| STURMAK LINDSAY HAMBLETON | PARTNER | — |
| HASAN RAFIA KHUSHBAKHT | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131037/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131037/similar
- Related entities: https://search.stillhousedata.com/firm/131037/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131037

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.