Products
Integrations
Services
Company
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.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
May 28, 2024
March 13, 2024
June 24, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy