Overview
Assets Under Management: $274 million
Headquarters: DUBUQUE, IA
High-Net-Worth Clients: 254
Average Client Assets: $626,367
Frequently Asked Questions
WEITZEL FINANCIAL SERVICES, 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 #27346), WEITZEL FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
WEITZEL FINANCIAL SERVICES, INC. is headquartered in DUBUQUE, IA.
WEITZEL FINANCIAL SERVICES, INC. serves 254 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, WEITZEL FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEITZEL FINANCIAL SERVICES, INC. manages $274 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, WEITZEL FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 254
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.00
Average High-Net-Worth Client Assets: $626,367
Total Client Accounts: 1,593
Discretionary Accounts: 1,576
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 27346
Filing ID: 1973722
Last Filing Date: 2025-03-31 14:53:00
Website: https://weitzelfinancial.com