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

Thomas Joseph Manetta

Manetta Wealthstate registeredSan Ramon, CaIA-onlyIAPD 4709940

Feed of 09/14/2026

Also filed as Tom Manetta

At current firm

0 y

since Jan 1, 2026

In the industry

22 y

since Jan 12, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Manetta Wealth state registered current
since Jan 1, 2026 · San Ramon, Ca
Perigon Wealth Management, LLC independent RIA
Mar 28, 2019 to Apr 1, 2024 · San Francisco, Ca
Anthem Wealth Partners, Inc. unclassified
May 31, 2017 to Mar 28, 2019 · San Ramon, Ca
Perigon Wealth Management, LLC independent RIA
Jun 6, 2016 to Jul 11, 2017 · San Ramon, Ca
Wealthsource? former
Mar 22, 2016 to Jun 30, 2016 · San Ramon, Ca
Anthem Wealth Partners unclassified
Apr 20, 2015 to Jul 17, 2015 · San Ramon, Ca
Avant-Garde Advisors LLC former
Jun 18, 2012 to Jun 30, 2016 · Walnut Creek, Ca
Oppenheimer & Co. Inc. BD affiliated
Dec 2, 2011 to May 2, 2012 · San Francisco, Ca
Charles Schwab & Co., Inc. national BD
Jun 16, 2008 to Oct 26, 2011 · Walnut Creek, Ca
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Jan 30, 2008 · Aventura, Fl
A. G. Edwards & Sons, Inc. unclassified
Apr 3, 2007 to Jan 1, 2008 · St. Louis, Mo
Assembly Wealth independent RIA
Jan 26, 2007 to Feb 7, 2007 · Mill Valley, Ca
Morgan Stanley Dw Inc. unclassified
Aug 30, 2004 to Dec 5, 2005 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

Perigon Wealth Management, LLC to Manetta Wealth
left Apr 1, 2024, registered Jan 1, 2026 (640 days) · RIA to a state-registered adviser
Anthem Wealth Partners, Inc. to Perigon Wealth Management, LLC
left Mar 28, 2019, registered Mar 28, 2019 (0 days) · Other
Perigon Wealth Management, LLC to Anthem Wealth Partners, Inc.
left Jul 11, 2017, registered May 31, 2017 (-41 days) · Other
Wealthsource? to Perigon Wealth Management, LLC
left Jun 30, 2016, registered Jun 6, 2016 (-24 days) · Other
Avant-Garde Advisors LLC to Anthem Wealth Partners
left Jun 30, 2016, registered Apr 20, 2015 (-437 days) · Other
Anthem Wealth Partners to Wealthsource?
left Jul 17, 2015, registered Mar 22, 2016 (249 days) · Other
Oppenheimer & Co. Inc. to Avant-Garde Advisors LLC
left May 2, 2012, registered Jun 18, 2012 (47 days) · Other
Charles Schwab & Co., Inc. to Oppenheimer & Co. Inc.
left Oct 26, 2011, registered Dec 2, 2011 (37 days) · Other
Wells Fargo Advisors to Charles Schwab & Co., Inc.
left Jan 30, 2008, registered Jun 16, 2008 (138 days) · Wirehouse to affiliated broker-dealer or bank
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Assembly Wealth to A. G. Edwards & Sons, Inc.
left Feb 7, 2007, registered Apr 3, 2007 (55 days) · Other
Morgan Stanley Dw Inc. to Assembly Wealth
left Dec 5, 2005, registered Jan 26, 2007 (417 days) · Other

Signals

Thomas Joseph Manetta left Perigon Wealth Management, Llc for Manetta Wealth (registered 2026-01-01)
Apr 1, 2024 · 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: STATE REGISTEREDderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address