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RIA / WealthAdvisorCertified Financial Planner44 years in industry

PAUL EDWARD DROLSON

Advisor at PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA | Henderson, NV

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Search this name across graphsid dfx:ria:c8d86665-9745-ef11-f07e-e721da42ad30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 15, 1997 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 29, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 29, 1981
First registration: Dec 15, 1997
Dual registered: no
IAPD individual key: 1012162

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Nov 17, 2023	n/a	yes	SAN FRANCISCO, CA\|Henderson, NV	Current employment
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Apr 17, 2014	May 24, 2019	no	RANCHO SANTA FE, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Feb 9, 2009	Apr 23, 2014	no	RANCHO SANTA FE, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
WEALTH ADVISORS, INC.	Former SEC adviser	Jun 8, 2004	Feb 16, 2024	no	HENDERSON, NV\|SAN DIEGO, CA\|Henderson, NV\|Santa Fe, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jul 2, 2003	Sep 1, 2004	no	SAN DIEGO, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 15, 1997	Jul 1, 2003	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH ADVISORS, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Feb 16, 2024	Feb 9, 2009	-5,485	Firm change after gap	Other
FIRST ALLIED ADVISORY SERVICES, INC.	PERIGON WEALTH MANAGEMENT, LLC	May 24, 2019	Nov 17, 2023	1,638	Firm change after gap	Ibd to RIA
INDEPENDENT FINANCIAL GROUP, LLC	FIRST ALLIED ADVISORY SERVICES, INC.	Apr 23, 2014	Apr 17, 2014	-6	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	WEALTH ADVISORS, INC.	Sep 1, 2004	Jun 8, 2004	-85	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Jul 1, 2003	Jul 2, 2003	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
130478:7717:CA:2024-02-16	Feb 16, 2024	Feb 9, 2009	SAN DIEGO, CA	Firm change after gap
137888:131037:CA:2019-05-24	May 24, 2019	Nov 17, 2023	RANCHO SANTA FE, CA	Firm change after gap

Relationships

Registered with (6)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 17, 2023 to presentfactForm ADV
→ WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 8, 2004 to Feb 16, 2024factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 17, 2014 to May 24, 2019factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Feb 9, 2009 to Apr 23, 2014factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jul 2, 2003 to Sep 1, 2004factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 15, 1997 to Jul 1, 2003factForm ADV

Dated events

Occurred
Feb 16, 2024
Advisor changed firm
Paul Edward Drolson left Wealth Advisors, Inc. for Independent Financial Group, Llc (registered 2009-02-09)
Form ADVobserved 4 days ago