Overview
Assets Under Management: $504 million
Headquarters: LACEY, WA
High-Net-Worth Clients: 2
Average Client Assets: $109 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.06
Average High-Net-Worth Client Assets: $109 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