Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM). Additionally, the firm announced Sheetal Bagde of Cognizant Wealth Advisors, with $100 million in AUM, has affiliated with Perigon.
Stakeholders Capital is an Amherst, Massachusetts-based wealth management firm run by former Wall Street options trader Andrew Bellak with an additional office in Santa Monica, California, headed by Gregory Wendt, CFP®. Ms. Bagde is a wealth advisor at Palo Alto, California-based Cognizant, an independent financial planning firm.
