James Riley Weikart
Investment adviser representative at Perigon Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$11.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Perigon Wealth Management, LLCNov 2022 to now
- Perigon Wealth Management, LLC d/b/a Pm Wealth ManagementNov 2022 to now
- Prager Metis Cpas, LLCJan 2005 to now
- Pm Wealth Management, LLCFeb 2019 to Nov 2022
- LPL Financial, LLCOct 2015 to Nov 2022
- Private Advisor Group, LLCOct 2015 to Feb 2019
- Prager Metis Wealth ManagementOct 2011 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4330161
- Firm CRD
- 131037