Perigon, RLP merge to create $1.8 billion RIA
The combined firm, headquartered in San Francisco, will operate under the Perigon name
Perigon Wealth Management, a registered investment adviser headquartered in San Francisco, has merged with RLP Wealth Advisors, a New York and Boca Raton, Fla.-based RIA, creating an advisory firm with approximately $1.8 billion in assets under management.
The merged firm, which will operate under the name Perigon Wealth Management, will maintain offices in California, Florida, Hawaii, Montana, New Jersey and New York.
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Arthur Ambarik will continue as CEO of the combined firm and RLP’s Jeremy Paul will become president.
Both firms received support for the merger from their joint strategic partner, Merchant Investment Management.
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