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Elias Rauch

Perigon Wealth Management, LLC
26 Years of Experience
Edison, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Elias Rauch is a registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 26 years of industry experience. Elias is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.

Perigon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
5,664 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

379 Thornall Street, 2nd Floor, Edison, NJ, 08837

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elias is a partner and financial advisor planner at Gitterman Wealth Management, dedicating 100% of his time. He also works in insurance sales for Vanderbilt Insurance, spending minimal time, and manages investments for Congregation Beth Israel Foundation.

Employment History
Current Registrations
Perigon Wealth Management, LLC
October 2025 - Present · 1 yr
Vanderbilt Securities, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Gitterman Wealth Management, LLC
May 2010 - December 2025 · 15 yrs 7 mos
Triad Advisors, INC.Broker
May 2010 - June 2017 · 7 yrs 1 mo
Triad Advisors, INC.
May 2010 - May 2010 · 0 mos
Ing Financial Advisers, LLC
April 2003 - May 2010 · 7 yrs 1 mo
Aetna Financial Services, INC.Broker
May 2000 - September 2000 · 4 mos
Ing Financial Advisers, LLCBroker
May 2000 - May 2010 · 10 yrs
State Registrations14 states
AZCACOCTFLGAMAMDMTNJNYPAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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