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

Sep 28, 1982earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Sep 28, 1982

First registration

Jun 26, 2012

Dual registered

no

Other names

BUZZ MATTHAI

IAPD individual key

1004895

• Occurred

  Mar 15, 2022
  Advisor changed firm

  George Millholland Matthai left Matthai Capital Management for Perigon Wealth Management, Llc (registered 2021-11-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab03bc7b-b311-5cbc-45a6-8a2d8d6a92e3

First observed

Jun 26, 2012

Last observed

Sep 14, 2026 6 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.