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  6. Perigon Wealth Management Acquires Gitterman Wealth Management

M&A Deal Summary

Perigon Wealth Management Acquires Gitterman Wealth Management

On October 1, 2025, Perigon Wealth Management acquired financial services company Gitterman Wealth Management

Acquisition Highlights
  • This is Perigon Wealth Management’s 1st transaction in the Financial Services sector.
  • This is Perigon Wealth Management’s 1st transaction in the United States.
  • This is Perigon Wealth Management’s 1st transaction in New Jersey.

M&A Deal Summary
Date 2025-10-01
Target Gitterman Wealth Management
Sector Financial Services
Buyer(s) Perigon Wealth Management
Deal Type Add-on Acquisition

Target

Gitterman Wealth Management

Edison, New Jersey, United States
Gitterman Wealth Management is an independent registered investment adviser providing financial planning, retirement planning, estate planning, and investment management services to individuals, families, and institutions. Gitterman Wealth Management was founded in 2000 and is based in Edison, New Jersey.

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Buyer(S) 1

Buyer

Perigon Wealth Management

San Francisco, California, United States
Category Company
Founded 2004
Sector Financial Services
DESCRIPTION

Perigon Wealth Management is an independent registered investment adviser providing financial planning, investment management, and wealth advisory services to individuals, families, executives, business owners, and institutions. Perigon Wealth Management was founded in 2004 and is based in San Francisco, California.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: New Jersey M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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