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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Arthur Ambarik
Chief Executive Officer at Perigon Wealth Management
Speaker

Profile

Arthur Ambarik, CFP® is Chief Executive Officer of Perigon Wealth Management. Since joining Perigon in 2013, the firm’s assets under management have grown to approximately $6.8 billion* from less than $150 million. He has overseen several recent acquisitions including PM Wealth Management, Nauset Wealth Management and Wealth Advisors Inc.


Arthur brings more than 20 years of years of experience to his role with Perigon including advisory and operational positions he held previously with Ameriprise and LPL. He has been named to the Forbes Best in State Wealth Advisors for California in 2021 and 2022 and is a member of the Financial Advisor IQ Leadership Council. Perigon’s accolades include being named to the Financial Times Top 300 RIA 2020, RIA Channel ® Top 50 Wealth Managers by Growth 2022, Forbes Top 100 RIA 2022 and USA Today Best Financial Advisory Firm 2023 lists, and most recently Perigon ranked 9th on Financial Advisor Magazine’s Fastest-Growing RIA list for 2023.

Arthur holds a B.A. in Economics from Williams College. *AUM as of 12/31/23.

Agenda Sessions

  • CEO Breakfast: Leading the Way-Navigating the growth of a Successful Financial Advisory Firm

    8:00am