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James Riley Weikart

Perigon Wealth Management, LLC

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About James Riley Weikart

James Riley Weikart is a financial advisor registered with Perigon Wealth Management, LLC and has been in the industry since February 2001. James is a registered investment advisor in North Carolina and has experience working with individuals, corporations, and other business entities. James is also licensed to sell insurance in North Carolina. James holds a Series 63, Series 66, and Series 7 licenses as well as the Securities Industry Essentials (SIE) Exam.

Firm Information

James Weikart is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Weikart’s Registration & Firm History

NC

11/16/2022 - Present

Perigon Wealth Management, LLC (Asheville NC)

NC

10/19/2015 - 11/22/2022

LPL FINANCIAL LLC (ASHEVILLE NC)

NC

01/19/2012 - 10/12/2015

AMERIPRISE FINANCIAL SERVICES, INC. (ASHEVILLE NC)

NY

08/24/2005 - 01/20/2012

WILBANKS SECURITIES, INC. (NEW YORK NY)

NY

02/02/2001 - 01/31/2005

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Riley Weikart.
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