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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Weigel Fiduciary Asset Management
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| CRD # | 310903 |
| SEC # | 801-119641 |
| CIK # | |
| AUM | $64.3 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 646-872-0632 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 5.7 |
| (b) Individuals (high net worth individuals) | 50 | 55.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 64.3 |
| By Discretionary | ||
| Discretionary | 167 | 64.2 |
| Non-Discretionary | 7 | 0.1 |
| Total | 174 | 64.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.3 | |
| Total | 174 | 64.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forthright Capital Advisory LLC
✚
|
NV | 0.1 |
|
Sphinx Investments LLC
✚
|
VA | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Beatrice Advisors LP
✚
|
NY | 0.1 |
|
VITA Planning Group LLC
✚
|
WA | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Planrock Wealth Management LLC
✚
|
TN | 0.1 |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
Investment Research Corp
✚
|
CO | 0.1 |