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FINANCIAL PLANNING SERVICES
WEIDNER ASSOCIATES, LLC
CRD 129129
1 W. WALNUT AVE, MERCHANTVILLE, NJ, 08109, United States
Phone
856-663-7011
Fax
856-663-1559
Registration
— (—)
Source
State registered
Total AUM
$48.5M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $48.5M |
All web addresses on file
Official SEC filing: View on IAPD