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WEINGARTEN ASSOCIATES, L.L.C.
CRD 127718 · SEC 801-125854
11 OVERLOOK WAY, LAWRENCEVILLE, NJ, 08648, United States
Phone
609-620-1770
Fax
609-288-8460
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.3M
Discretionary AUM
$194.9M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.2M |
| High net worth individuals | 58 | $197.1M |
States served
NJ, PA
All web addresses on file
Official SEC filing: View on IAPD