# Prudeo Partners, LLC
Source: https://planprovider.pro/provider/prudeo-partners-llc

> Prudeo Partners, LLC, operating as a DBA of Perigon Wealth Management, LLC, is an SEC-registered investment advisor with offices in West Columbia, SC and Rea…

Retirement Plan Advisor

West Columbia, SC

## About Prudeo Partners, LLC

Prudeo Partners, LLC, operating as a DBA of Perigon Wealth Management, LLC, is an SEC-registered investment advisor with offices in West Columbia, SC and Reading, PA. Founded in 2000, the firm manages approximately $425 million in total client assets (AUM) and provides personalized, goal-based financial planning services. Prudeo Partners offers expertise in financial planning, retirement planning, estate planning, insurance, and asset management, acting as a fiduciary for retirement accounts. Their client-centric and independent philosophy focuses on empowering clients to achieve their financial goals through a unique, goal-based planning approach that incorporates behavioral-based assessments. Perigon Wealth Management's acquisition of Prudeo Partners in 2024 enhances their ability to provide comprehensive financial guidance. Clients seek Prudeo Partners for their wealth of knowledge, experience, and commitment to building comfortable working relationships.

Website: [https://prudeo.com/](https://prudeo.com/)

Founded: 2000

## Office Locations

- West Columbia, SC (Headquarters)

- Reading, PA

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $425.0M

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