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RIA / WealthAdvisor22 years in industry

THOMAS JOSEPH MANETTA

Advisor at MANETTA WEALTH

SAN RAMON, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2004 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: MANETTA WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 12
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 12, 2004
First registration: Aug 30, 2004
Dual registered: no
Other names: TOM MANETTA
IAPD individual key: 4709940

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
MANETTA WEALTH	State registered	Jan 1, 2026	n/a	yes	SAN RAMON, CA	Current employment
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Mar 28, 2019	Apr 1, 2024	no	SAN FRANCISCO, CA	Previous registration
ANTHEM WEALTH PARTNERS, INC.	n/a	May 31, 2017	Mar 28, 2019	no	SAN RAMON, CA	Previous registration
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Jun 6, 2016	Jul 11, 2017	no	San Ramon, CA\|SAN FRANCISCO, CA	Previous registration
WEALTHSOURCE?	Former SEC adviser	Mar 22, 2016	Jun 30, 2016	no	SAN RAMON, CA	Previous registration
ANTHEM WEALTH PARTNERS	n/a	Apr 20, 2015	Jul 17, 2015	no	SAN RAMON, CA	Previous registration
AVANT-GARDE ADVISORS LLC	Former SEC adviser	Jun 18, 2012	Jun 30, 2016	no	WALNUT CREEK, CA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Dec 2, 2011	May 2, 2012	no	SAN FRANCISCO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 16, 2008	Oct 26, 2011	no	Walnut Creek, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Jan 30, 2008	no	AVENTURA, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 3, 2007	Jan 1, 2008	no	ST. LOUIS, MO\|AVENTURA, FL	Previous registration
ASSEMBLY WEALTH	Independent wealth	Jan 26, 2007	Feb 7, 2007	no	MILL VALLEY, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 30, 2004	Dec 5, 2005	no	SAN FRANCISCO, CA	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
PERIGON WEALTH MANAGEMENT, LLC	MANETTA WEALTH	Apr 1, 2024	Jan 1, 2026	640	Firm change after gap	RIA to state RIA
ANTHEM WEALTH PARTNERS, INC.	PERIGON WEALTH MANAGEMENT, LLC	Mar 28, 2019	Mar 28, 2019	0	Firm change	Other
PERIGON WEALTH MANAGEMENT, LLC	ANTHEM WEALTH PARTNERS, INC.	Jul 11, 2017	May 31, 2017	-41	Firm change after gap	Other
WEALTHSOURCE?	PERIGON WEALTH MANAGEMENT, LLC	Jun 30, 2016	Jun 6, 2016	-24	Firm change	Other
AVANT-GARDE ADVISORS LLC	ANTHEM WEALTH PARTNERS	Jun 30, 2016	Apr 20, 2015	-437	Firm change after gap	Other
ANTHEM WEALTH PARTNERS	WEALTHSOURCE?	Jul 17, 2015	Mar 22, 2016	249	Firm change	Other
OPPENHEIMER & CO. INC.	AVANT-GARDE ADVISORS LLC	May 2, 2012	Jun 18, 2012	47	Firm change	Other
CHARLES SCHWAB & CO., INC.	OPPENHEIMER & CO. INC.	Oct 26, 2011	Dec 2, 2011	37	Firm change	Other
WELLS FARGO ADVISORS	CHARLES SCHWAB & CO., INC.	Jan 30, 2008	Jun 16, 2008	138	Firm change	Wirehouse to ibd
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
ASSEMBLY WEALTH	A. G. EDWARDS & SONS, INC.	Feb 7, 2007	Apr 3, 2007	55	Firm change	Other
MORGAN STANLEY DW INC.	ASSEMBLY WEALTH	Dec 5, 2005	Jan 26, 2007	417	Firm change after gap	Other

Relationships

Registered with (11)

→ MANETTA WEALTHRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 28, 2019 to Apr 1, 2024factForm ADV
→ ANTHEM WEALTH PARTNERS, INC.Registered adviserregistration: previous registration
May 31, 2017 to Mar 28, 2019factForm ADV
→ AVANT-GARDE ADVISORS LLCRegistered adviserregistration: previous registration
Jun 18, 2012 to Jun 30, 2016factForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Mar 22, 2016 to Jun 30, 2016factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Dec 2, 2011 to May 2, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 16, 2008 to Oct 26, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Jan 30, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 3, 2007 to Jan 1, 2008factForm ADV
→ ASSEMBLY WEALTHRegistered adviserregistration: previous registration
Jan 26, 2007 to Feb 7, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 30, 2004 to Dec 5, 2005factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Thomas Joseph Manetta left Perigon Wealth Management, Llc for Manetta Wealth (registered 2026-01-01)
Form ADVobserved 5 days ago