CP
CP

Caitlin Mary Louisa Pilisuk

1 Year of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

900 Canterbury Place, Suite 340, Escondido, CA, 92025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Perigon Wealth Management, LLC
September 2025 - Present · 5 mos
Previous Registrations
Mkt Advisors LLC
October 2024 - July 2025 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.