DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
James Riley Weikart
Feed of 09/14/2026
Also filed as Jim Weikart
At current firm
3 y
since Nov 16, 2022
In the industry
25 y
since Feb 5, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Nov 16, 2022 · Asheville, Nc
- Pm Wealth Management, LLC formerApr 2, 2019 to Dec 19, 2022 · Asheville, Nc
- Private Advisor Group, LLC BD affiliatedOct 26, 2015 to Mar 14, 2019 · Morristown, Nj
- Ameriprise Financial Services, LLC national BDApr 30, 2013 to Oct 12, 2015 · Melville, Ny
- Wilbanks Securities Advisory formerJan 10, 2007 to Jan 20, 2012 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Pm Wealth Management, LLC to Perigon Wealth Management, LLCleft Dec 19, 2022, registered Nov 16, 2022 (-33 days) · RIA to RIA · moved with a team
- Private Advisor Group, LLC to Pm Wealth Management, LLCleft Mar 14, 2019, registered Apr 2, 2019 (19 days) · RIA to RIA
- Ameriprise Financial Services, LLC to Private Advisor Group, LLCleft Oct 12, 2015, registered Oct 26, 2015 (14 days) · Other
- Wilbanks Securities Advisory to Ameriprise Financial Services, LLCleft Jan 20, 2012, registered Apr 30, 2013 (466 days) · Other
Signals
- James Riley Weikart left Pm Wealth Management, Llc for Perigon Wealth Management, Llc (registered 2022-11-16)Dec 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address