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FUNDRAISING NEWS | March 11, 2024

Perigon Wealth Adds Two Firms with $375 Combined AUM

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Perigon Wealth Management LLC has acquired Blue Water Capital Management LLC and Lumin Financial LLC. Together, Blue Water and Lumin Financial bring an additional $375 million Perigon.

Blue Water, based in Syracuse, New York, and founded in 2007, specializes in portfolio management for financial advisors, retirement plan solutions for employers, and financial planning for individual investors, boasting around $200 million in assets. They have a 4-person advisory team. 

Lumin Financial, established in 2000 and located in Southfield, Michigan, focuses on investment advisory services for employer-sponsored ERISA retirement plans, 401(k) plan participants, and high-net-worth individuals. They manage approximately $175 million in assets. Lumin is led by Advisor Duo Victor Hicks and Sandra Kerr, who both have CFP and AIF designations. 

The integration of Blue Water and Lumin Financial's services and client base is expected to enhance Perigon's portfolio management, retirement planning, and financial advisory services. 

To view the press release, click here. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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