NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40

SAN FRANCISCO, OCT. 24, 2025

Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3 billion in client assets as of Aug. 15, 2025[1], announced Danny McAuliffe was named as one of America’s Best Wealth Managers & Advisors Under 40 by InvestmentNews.

The publication named McAuliffe among “the most exceptional young talent in wealth management,” noting that all these “Rising Stars” have “a clear passion for the industry.”

“Danny is a critical member of Perigon team by serving clients while holding pivotal leadership roles, including chairing our Financial Planning Committee and supporting our organic growth programs. He’s also a passionate advocate for the NextGen advisors and leads our internship program. I’m thrilled his efforts have been recognized outside of our firm as a Rising Star.”

– Arthur Ambarik, CEO of Perigon Wealth Management

McAuliffe joined Perigon Wealth Management in 2013 as a wealth advisor, and his responsibilities evolved as the firm grew. In addition to his firm-wide responsibilities, he is committed to his own clients. McAuliffe was also recognized as a Rising Star in the WealthManagement.com Wealthies awards program.

Rising Star nominees were required to be 40 or younger as of Oct. 1, 2025, and have passion and commitment to the wealth management industry. The submission form asked about key achievements, career goals and contributions to shaping the industry. An independent panel determined the recipients.

About Perigon Wealth Management

Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $9.3 billion in client assets as of Aug. 15, 2025, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.