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.
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.
The president urged Republicans repping high-tax states including New York to accept a $30,000 deduction cap for now, but the holdouts remain dug in.
An effort by the advisor to move to the bank's independent contractor division proved to be a critical detail to the dispute.
The New York-based advisor, formerly affiliated with Securities America, has also been suspended for failing to disclose his status as a beneficiary.
Survey suggests financial professionals are falling behind investors' need for guaranteed income and asset protection in their golden years.
The Alpharetta-based advisor ensemble enters a new chapter in its partnership with the Kestra Financial subsidiary.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
