Thomas Mahone Tolleson
Investment adviser representative at Perigon Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Perigon Wealth Management, LLCOct 2022 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to now
- Catalyst Wealth Management, LLCApr 2018 to Sep 2022
- Kalos Capital, Inc.Feb 2018 to Sep 2022
- Kalos Management, LLCFeb 2018 to Jul 2018
- The Strategic Financial Alliance, Inc.Mar 2012 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1452953
- Firm CRD
- 131037