James
Weikart
Perigon Wealth Management, LLC
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About this Advisor
James Weikart is a financial advisor based in Asheville, North Carolina, working with Perigon Wealth Management, LLC. James has previously held positions at Prager Metis Wealth Management, Ameriprise Financial Services Inc, Private Advisor Group, LLC, Pm Wealth Management, LLC, Prager Metis Cpas, LLC, Lpl Financial, LLC, and Perigon Wealth Management, LLC D/B/A Pm Wealth Management. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, James is part of Perigon Wealth Management, LLC, which operates out of Asheville, North Carolina. The firm has 40 offices and 133 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perigon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$6,940,945,795
133
11,428
$607,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Weikart Work History
Perigon Wealth Management, LLC D/B/A Pm Wealth Management
Prager Metis Cpas, LLC
Pm Wealth Management, LLC
Private Advisor Group, LLC
Lpl Financial, LLC
Ameriprise Financial Services Inc
Prager Metis Wealth Management
Disclosures
Please visit the SEC profile of James Weikart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perigon Wealth Management, LLC
Amherst, MA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
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