Overview
Assets Under Management: $64 million
High-Net-Worth Clients: 50
Average Client Assets: $1.1 million
Frequently Asked Questions
WEIGELFAM is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310903), WEIGELFAM is subject to fiduciary duty under federal law.
WEIGELFAM serves 50 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, WEIGELFAM offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEIGELFAM manages $64 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, WEIGELFAM serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.94%
Average Client Assets: $1.1 million
Total Client Accounts: 174
Discretionary Accounts: 167
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 310903
Filing ID: 1963134
Last Filing Date: 2025-03-28 10:09:00