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WEINAND FINANCIAL, INC.
CRD 328590 · SEC 801-129080
8120 FREEDOM LANE NE, STE 101, LACEY, WA, 98516-4704, United States
Phone
360-459-4847
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$610.4M
Discretionary AUM
$603.8M
Team
5 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $202.1M |
| High net worth individuals | 167 | $405.1M |
| Pension/profit sharing plans | 1 | $3.2M |
States served
AZ, CA, ID, MT, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD