Thomas Joseph Manetta

Employer firm

Manetta Wealth CRD 328836

$50.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2016 → 07/2017
  Perigon Wealth Management
  San Ramon, CA
• 05/2017 → 03/2019
  Anthem Wealth Partners
  San Ramon, CA
• 03/2019 → Present
  Perigon Wealth Management
  San Francisco, CA
• 10/2023 → Present
  Manetta Wealth Management, Inc.
  San Ramon, CA

Previous Registrations

• 2019-03-28 → 2024-04-01
  Perigon Wealth Management, Llc
  San Francisco, CA
• 2017-05-31 → 2019-03-28
  Anthem Wealth Partners, Inc.
  San Ramon, CA
• 2016-06-06 → 2017-07-11
  Perigon Wealth Management, Llc
  San Ramon, CA
  San Francisco, CA
• 2012-06-18 → 2016-06-30
  Avant-Garde Advisors Llc
  Walnut Creek, CA
• 2016-03-22 → 2016-06-30
  Wealthsource®
  San Ramon, CA
• 2015-04-20 → 2015-07-17
  Anthem Wealth Partners
  San Ramon, CA
• 2011-12-02 → 2012-05-02
  Oppenheimer & Co. Inc.
  San Francisco, CA
• 2008-06-16 → 2011-10-26
  Charles Schwab & Co., Inc.
  Walnut Creek, CA
• 2008-01-01 → 2008-01-30
  Wells Fargo Clearing Services, Llc
  Aventura, FL
• 2007-04-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Aventura, FL
• 2007-01-26 → 2007-02-07
  Assembly Wealth
  Mill Valley, CA
• 2004-08-30 → 2005-12-05
  Morgan Stanley Dw Inc.
  San Francisco, CA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-16
• S63 Uniform Securities Agent State Law Examination
  2004-01-12

Other Names

• Tom Manetta