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Yang Liang

Perigon Wealth Management, LLC

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About Yang Liang

Yang Liang is a financial advisor with Perigon Wealth Management, LLC, where they have been employed since January 2025. Yang has experience in the financial industry, having previously worked with LPL Financial LLC and Wells Fargo Clearing Services, LLC. Yang holds a Series 66 license, a Series 7 license, and a SIE license. They are registered with FINRA and the state of California as a registered representative. Yang specializes in working with high-net-worth individuals, charitable organizations, and corporations. They also provide financial planning services, including retirement planning, investment management, and insurance planning.

Firm Information

Yang Liang is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yang Liang’s Registration & Firm History

CA

01/22/2025 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

CA

10/14/2022 - 02/07/2023

LPL FINANCIAL LLC (WALNUT CREEK CA)

CA

05/22/2018 - 10/18/2022

WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)

CA

12/15/2016 - 05/04/2017

WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 02/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yang Liang.
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