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RIA / WealthAdvisor25 years in industry

JAMES RILEY WEIKART

Advisor at PERIGON WEALTH MANAGEMENT, LLC

Asheville, NC | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:e92f211e-03d3-ee39-4de2-1726671ba17f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 10, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERIGON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Feb 5, 2001
First registration: Jan 10, 2007
Dual registered: no
Other names: Jim Weikart
IAPD individual key: 4330161

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Nov 16, 2022	n/a	yes	Asheville, NC\|SAN FRANCISCO, CA	Current employment
PM WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 2, 2019	Dec 19, 2022	no	Asheville, NC\|NEW YORK, NY	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Oct 26, 2015	Mar 14, 2019	no	MORRISTOWN, NJ\|Asheville, NC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 30, 2013	Oct 12, 2015	no	MELVILLE, NY\|Asheville, NC\|NEW YORK, NY	Previous registration
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Jan 10, 2007	Jan 20, 2012	no	OKLAHOMA CITY, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PM WEALTH MANAGEMENT, LLC	PERIGON WEALTH MANAGEMENT, LLC	Dec 19, 2022	Nov 16, 2022	-33	Firm change after gap	RIA to RIA
PRIVATE ADVISOR GROUP, LLC	PM WEALTH MANAGEMENT, LLC	Mar 14, 2019	Apr 2, 2019	19	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	PRIVATE ADVISOR GROUP, LLC	Oct 12, 2015	Oct 26, 2015	14	Firm change	Other
WILBANKS SECURITIES ADVISORY	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 20, 2012	Apr 30, 2013	466	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
298324:131037:NY:2022-12-19	Dec 19, 2022	Nov 16, 2022	NEW YORK, NY	Firm change after gap

Relationships

Registered with (5)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 16, 2022 to presentfactForm ADV
→ PM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 2, 2019 to Dec 19, 2022factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Oct 26, 2015 to Mar 14, 2019factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 30, 2013 to Oct 12, 2015factForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Jan 10, 2007 to Jan 20, 2012factForm ADV

Dated events

Occurred
Dec 19, 2022
Advisor changed firm
James Riley Weikart left Pm Wealth Management, Llc for Perigon Wealth Management, Llc (registered 2022-11-16)
Form ADVobserved 5 days ago