James Riley Weikart

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 02/2019
  Prager Metis Wealth Management
  New York, NY
• 10/2015 → 11/2022
  Lpl Financial, Llc
  Asheville, NC
• 10/2015 → 02/2019
  Private Advisor Group, Llc
  Morristown, NJ
• 02/2019 → 11/2022
  Pm Wealth Management, Llc
  Asheville, NC
• 11/2022 → Present
  Perigon Wealth Management, Llc D/B/A Pm Wealth Management
  Asheville, NC
• 01/2005 → Present
  Prager Metis Cpas, Llc
  Asheville, NC

Previous Registrations

• 2019-04-02 → 2022-12-19
  Pm Wealth Management, Llc
  Asheville, NC
  New York, NY
• 2015-10-26 → 2019-03-14
  Private Advisor Group, Llc
  Morristown, NJ
  Asheville, NC
• 2013-04-30 → 2015-10-12
  Ameriprise Financial Services, Llc
  Melville, NY
  Asheville, NC
  New York, NY
• 2007-01-10 → 2012-01-20
  Wilbanks Securities Advisory
  Oklahoma City, OK

Other Businesses

(1). Prager Metis CPA's, LLC; Not Investment Related; Asheville, NC 28803; Tax Prep, Accounting, CPA - Tax Preparer/Enrolled Agent; 10 hours/month, 10 hours/month during security trading hours; Prepare tax returns. (2.) Author/ freelance fiction writer; Not-Investment Related; Asheville, NC 28803; Author; Start date: 01/1975; 20 hours/month, 0 hours/month during security trading hours; Own copyrights to publications. (3.) PM Wealth Management; Investment Related; Asheville, NC 2880; d/b/a for investment advisory business with Perigon. (4.) Sole Proprietorship; Not Investment Related; Asheville, NC; Bookkeeper; Start 01/2005; 4 hours/month, 0 hours/month during security trading hours; bookkeeping for a writer. (5.) Insurance; Not investment related; Asheville, NC; Insurance; Agent; Start 05/2020; Approximately 10% of his time; life, accident & health or sickness. (6.) Morris Ave Property Owners Corp; Not Investment Related; New York, NY; Real Estate; Part Owner; Start 01/1988; 0 hours/month; Passive ownership.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-09
• S63 Uniform Securities Agent State Law Examination
  2001-02-05

Other Names

• Jim Weikart