Investment adviser representative · Perigon Wealth Management, LLC
Denise S. Lee
CRD 6309502 · San Francisco, CA
At a glance
Denise S. Lee is an investment adviser representative with Perigon Wealth Management, LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Denise’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Perigon Wealth Management, LLCSince July 2025San Francisco, CA · $11B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Denise’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Mary L. BallinSan Francisco · Certified Financial Planner
- David J. BauerSan Francisco
- Elizabeth A. BosworthSan Francisco · Certified Financial Planner
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