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

Jun 1, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

May 7, 2019

Dual registered

no

Other names

Joe Rust|Joseph Rust

IAPD individual key

7009320

• Occurred

  Jun 18, 2026
  Advisor departed, no destination yet

  Joseph Nm Rust no longer registered at Pm Wealth Advisors Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago
• Occurred

  Dec 19, 2022
  Advisor changed firm

  Joseph Nm Rust left Pm Wealth Management, Llc for Perigon Wealth Management, Llc (registered 2022-12-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7130c8f4-232a-4d9b-02b6-a685060ba58d

First observed

May 7, 2019

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.