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

Mar 31, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 31, 1992

First registration

Apr 23, 2003

Dual registered

yes, broker-dealer

IAPD individual key

1910332

• Occurred

  Dec 9, 2025
  Advisor changed firm

  Jeffrey Lewis Gitterman left Gitterman Wealth Management, Llc for Perigon Wealth Management, Llc (registered 2025-11-26)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:464cb1a2-6a32-52fd-45fe-19ebade00c7a

First observed

Apr 23, 2003

Last observed

Sep 15, 2026 4 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.