Edmond Sukalic
Investment adviser representative at Perigon Wealth Management, LLC
15 yearsExperience
1 stateRegistered 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.
- Purshe Kaplan Sterling InvestmentJan 2023 to now
- Perigon Wealth Management, LLCNov 2022 to now
- Perigon Wealth Management, LLC d/b/a Pm Wealth ManagementNov 2022 to now
- Dinami Partners, Inc.Feb 2021 to now
- Pm Wealth Management, LLCFeb 2019 to Nov 2022
- LPL Financial, LLCJun 2018 to Nov 2022
- Prager Metis Cpas LLCMar 2011 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
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
- 6972599
- Firm CRD
- 131037