Overview
Assets Under Management: $504 million
Headquarters: LACEY, WA
High-Net-Worth Clients: 118
Average Client Assets: $2 million
Frequently Asked Questions
WEINAND FINANCIAL, INC. 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 #328590), WEINAND FINANCIAL, INC. is subject to fiduciary duty under federal law.
WEINAND FINANCIAL, INC. is headquartered in LACEY, WA.
WEINAND FINANCIAL, INC. serves 118 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, WEINAND FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEINAND FINANCIAL, INC. manages $504 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, WEINAND FINANCIAL, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,967
Discretionary Accounts: 1,965
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 328590
Filing ID: 1970720
Last Filing Date: 2025-03-31 18:38:00
Website: https://weinand.us