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Ambarik, Arthur
CEO
Perigon Wealth Management
Luminaries 2024 Finalist
RIAs: Less Than $10 Billion AUM/AUA
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.