Steven Bernknopf
Investment adviser representative at Perigon Wealth Management, LLC
40 yearsExperience
1 stateRegistered 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
40 years in the industry.
- Perigon Wealth Management, LLCNov 2022 to now
- Perigon Wealth Management, LLC d/b/a Pm Wealth ManagementNov 2022 to now
- Prager Metis Cpas, LLCJan 2017 to now
- LPL Financial, LLCFeb 2017 to Nov 2022
- Private Advisor Group, LLCFeb 2017 to Feb 2019
- Pm Wealth Management, LLCJan 2017 to Nov 2022
- Saxony Securities, IncNov 2009 to Feb 2017
- Herman Bernknopf & CompanyOct 1986 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 1986649
- Firm CRD
- 131037