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4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perigon Wealth Management | San Ramon | CA | 06/2016 | 07/2017 |
| Anthem Wealth Partners | San Ramon | CA | 05/2017 | 03/2019 |
| Perigon Wealth Management | San Francisco | CA | 03/2019 | Present |
| Manetta Wealth Management, Inc. | San Ramon | CA | 10/2023 | Present |
Mr. Manetta is dually registered with Perigon Wealth Management, LLC ("Perigon") and Manetta Wealth Management, Inc. ("Manetta Wealth Management"). Mr. Manetta has served as an investment advisor representative ("IAR") of Perigon since 03/2019 and as an IAR of Manetta Wealth Management since 01/2024. Business is conducted at the reported address.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-12 |
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