Matthew Tyler Torkelson
Investment adviser representative at Perigon Wealth Management, LLC
10 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
10 years in the industry.
- Perigon Wealth Management, LLCFeb 2023 to now
- Burleson & Company, LLCJan 2021 to May 2023
- AXA Advisors, LLCMay 2019 to Aug 2019
- Manhattan CollegeJan 2019 to Dec 2020
- Pfi IncorporatedApr 2017 to Jan 2019
- Redwood Credit UnionJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2021
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
- 7124244
- Firm CRD
- 131037