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

Feb 1, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63

First exam

Aug 8, 1988

First registration

Apr 10, 2006

Dual registered

no

Other names

STEVE SWIFT

IAPD individual key

1819904

• Occurred

  Mar 29, 2024
  Advisor changed firm

  Stephen Dean Swift left Blue Water Capital Management, Llc for Perigon Wealth Management, Llc (registered 2024-01-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53b16bde-251c-1db2-1cb3-ccd02f2320f0

First observed

Apr 10, 2006

Last observed

Sep 14, 2026 5 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.