Michael Lee Krumholz
Investment adviser representative at Perigon Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
$11.3BFirm assets
22 yearsFirm in business
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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
19 years in the industry.
- Perigon Wealth Management, LLCFeb 2024 to now
- Perigon Wealth Management, LLC dba Prudeo PartnersFeb 2024 to now
- Fortune Financial Services, Inc.Dec 2019 to now
- Prudeo Partners, LLCMay 2022 to Jun 2024
- Asset Management and Planning, LLCDec 2019 to May 2022
- LPL Financial, LLCMar 2017 to Dec 2019
- Independent Advisor AllianceMar 2017 to Nov 2019
- Cambridge Investment Research Advisors, IncFeb 2007 to Mar 2017
- Cambridge Investment Research, IncFeb 2007 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 1977128
- Firm CRD
- 131037