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FUNDRAISING NEWS | February 14, 2024

Perigon Wealth Acquires $425M RIA

Tags: RIA Insights

Perigon Wealth Management has acquired Prudeo Partners, a registered investment advisor firm. Prudeo Partners was formerly known as Asset Management & Financial Planning. The firm, based in West Columbia, South Carolina and also operating from Reading, PA, oversees assets totaling $425 million.

The team is made up of partners Michael Krumholz and Andrew Todd, along with a group of financial advisors. Michael Krumholz has been involved in financial services for over 25 years, registering with notable firms such as LPL Financial and Cambridge to name a few. Todd sparked his career in 2000 at Horizon Investments and subsequently established his own firm, Todd Financial Solution, in 2001.

As Prudeo continues to grow, the team will eventually transition to the Perigon name.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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