Sheetal Shyam Bagde
Investment adviser representative at Perigon Wealth Management, LLC
12 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
12 years in the industry.
- Perigon Wealth Management, LLCFeb 2023 to now
- Perigon Wealth Management, LLC d/b/a Cognizant Wealth AdvisorsFeb 2023 to now
- Cognizant Wealth Advisors, LLCMar 2018 to Mar 2023
- Bingham, Osborn, & Scarborough, LLCMay 2017 to Mar 2018
- Buckingham Strategic WealthDec 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6296533
- Firm CRD
- 131037