Special Report
ThinkAdvisor LuminariesBrowse Coverage
Back to Listing
User Image

Ambarik, Arthur

CEO

cpf Logo

Perigon Wealth Management

star Icon

Luminaries 2024 Finalist

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2024 Impact Statement

Since joining Perigon Wealth Management as a financial advisor and CEO in 2013, Art Ambarik has directed the firm to grow from less than $150 million in assets under management, with two locations, to approaching $8 billion AUM and nearly 20 locations.


Perigon’s growth has spurred seven key acquisitions since 2022, adding about $2.4 billion in AUM.


Ambarik spearheaded a new minority investment partner, Constellation Wealth Capital, to enhance his firm’s strategic expansion. The acquisition of Stakeholders Capital added to Perigon’s stake in impact investing, while a partnership with Premier Sports Network provided wealth management services for Perigon’s sports and entertainment members.