This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PERIGON WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 18, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Jul 18, 2001

First registration

May 11, 2005

Dual registered

yes, broker-dealer

Other names

Tom Haggerty

IAPD individual key

2471221

• Occurred

  Dec 19, 2022
  Advisor changed firm

  Thomas Joseph Haggerty left Pm Wealth Management, Llc for Perigon Wealth Management, Llc (registered 2022-11-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1fd2f932-9b26-8980-d723-53de9da0d616

First observed

May 11, 2005

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.