Skip to content

John Andrew Paganelli

Investment adviser representative at Perigon Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$11.3BFirm assets
22 yearsFirm in business

Are you John Andrew Paganelli? Claim your profile

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.

  1. Perigon Wealth Management, LLCJan 2024 to now
  2. Perigon Wealth Management LLC, dba Blue Water Capital ManagementJan 2024 to now
  3. Blue Water Capital Management, LLCMar 2007 to Mar 2024

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
4742789
Firm CRD
131037
Advisor's SEC record (opens in a new tab)
CallContact this firm