Next-Gen + Best-in-State · rank 156 · New York, New York · listed firm: Perigon Wealth Management
Identity & firm
- Firm — Perigon Wealth Management, LLC (high)
- “"currentIAEmployments": [{"firmId": 131037, "firmName": "PERIGON WEALTH MANAGEMENT, LLC", "iaOnly": "Y", "registrationBeginDate": "11/15/2022"” — sec_finra_regulatory
- Parent company — independent (medium)
- “In 2022, PM Wealth Management merged with Perigon Wealth Management to further expand its network of professionals and areas of expertise for clients.” — firm_official
- Firm type — hybrid_ria (high)
- “"currentEmployments": [{"firmId": 35747, "firmName": "PURSHE KAPLAN STERLING INVESTMENTS", "iaOnly": "N", "registrationBeginDate": "1/17/2023", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 5846133 (high)
- “"basicInformation": {"individualId": 5846133, "firstName": "MARC", "middleName": "ADAM", "lastName": "SPECHT", "otherNames": [], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 15 (high)
- “"daysInIndustryCalculatedDate": "10/19/2010"” — sec_finra_regulatory
- Designations — CFP, AIF, other:SE-AWMA, other:RFC (high)
- “Marc Specht, CFP®, AIF®, SE-AWMA®, RFC® | Perigon Wealth Managment” — firm_official
Book of business
- Team AUM ($M) — 1100 (high)
- “"Team Assets (Custodied)":"$1.1B"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 11 (high)
- “"Typical Net Worth of Relationships":"$2-20M"” — forbes_shook
- Client niche — professional athletes and entertainers with short high-income careers (high)
- “Marc will lead Perigon's partnership with Premier Sports Network in bringing wealth management services to professional athletes and entertainers. His experience in this area provides him with an understanding of the uni” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — fee_plus_commission (medium)
- “"currentEmployments": [{"firmId": 35747, "firmName": "PURSHE KAPLAN STERLING INVESTMENTS", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.perigonwealth.com/team-member/marc-specht/ (high)
- “Marc Specht, CFP®, AIF®, SE-AWMA®, RFC® | Perigon Wealth” — firm_official
- Value proposition (verbatim) — Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded approach to potentially grow and protect their assets. (high)
- “Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded” — firm_official
- Differentiators — simplifies complex financial topics so clients take ownership, collaborates with accountants, attorneys and agents around the client, leads Perigon's Premier Sports Network partnership for athletes and entertainers, understands short-period high-income career wealth preservation, co-founded PM Wealth Management, a 500+ client practice, before the 2022 Perigon merger (high)
- “In 2015, Marc co-founded PM Wealth Management where he and a team of five developed a practice of more than 500 clients and worked closely with accountants. In 2022, PM Wealth Management merged with Perigon Wealth Manage” — firm_official
- Content marketing — none (low)
- “Perigon celebrates advisor Marc Specht making Forbes Top Next-Gen Wealth Advisors Best-in-State 2023 list” — firm_official
- Has podcast — no (medium)
- “Q&A Session Featuring Marc Specht from Perigon Wealth Management — Premier Sports Network” — general_press
- Books published — 0 (low)
- “Marc is a graduate of Binghamton University with a bachelor's degree in Economics and holds the designations of Accredited Investment Fiduciary, Accredited Asset Management Specialist, Accredited Wealth Management Adviso” — firm_official
- Linkedin url — https://www.linkedin.com/in/marc-specht-cfp%C2%AE-aif%C2%AE-se-awma%C2%AE-b5108919/ (high)
- “Marc Specht, CFP®, AIF®, SE-AWMA® - FORBES Best-In-State Wealth Advisor*, Partner & Head of Sports & Entertainment at Perigon Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Marc Specht, CFP®, AIF®, SE-AWMA® - FORBES Best-In-State Wealth Advisor*, Partner & Head of Sports & Entertainment at Perigon Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — InvestmentNews Hot List (2024), LPL Financial Chairman's Club advisor (medium)
- “Marc has been recognized in Forbes, most recently, as a Best-In-State Wealth Advisor and as a Chairman's Club advisor with LPL Financial.” — firm_official
- “Marc Specht & Bud Sturmak Land On InvestmentNews Hot List - Perigon Wealth” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://www.perigonwealth.com/wp-content/uploads/2026/02/Perigon-Logo-new-blue-black-1.svg (high)
- Visual brand notes — Blue-and-black corporate mark, modern sans-serif type, warm natural-light lifestyle photography of families and professionals rather than staged corporate imagery. (medium)
- “Helping people live better lives through financial advice that's as personal as their story.” — firm_official
