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WEIGELFAM
WEIGEL FIDUCIARY ASSET MANAGEMENT
CRD 310903 · SEC 801-119641
CA, United States
Phone
646-872-0632
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$76.1M
Discretionary AUM
$75.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $10.5M |
| High net worth individuals | 46 | $57.3M |
States served
CA, ID, NE, NJ, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD