Timothy James Kaiser
Investment adviser representative at Perigon Wealth Management, LLC
15 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
15 years in the industry.
- Perigon Wealth Management, LLCNov 2023 to now
- Perigon Wealth Management, LLC dba Wealth Advisors, Inc.Nov 2023 to now
- Wealth Advisors IncJan 2018 to Feb 2024
- First Allied Securities, LLCJan 2018 to May 2019
- Cetera Advisors LLCApr 2017 to Jan 2018
- Girard SecuritiesFeb 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5892120
- Firm CRD
- 131037