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| Keyboard |
| Weigel Fiduciary Asset Management
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|---|---|
| CRD # | 310903 |
| SEC # | 801-119641 |
| CIK # | |
| AUM | 76.1 M (2026-06-17) |
| Employees | 2 (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) | 43 | 10.5 |
| (b) Individuals (high net worth individuals) | 46 | 57.3 |
| (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 | 4.3 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 76.1 |
| By Discretionary | ||
| Discretionary | 164 | 75.5 |
| Non-Discretionary | 9 | 0.6 |
| Total | 173 | 76.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.1 | |
| Total | 173 | 76.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Connective Wealth Partners LLC
✚
|
NY | 77.6 M |
|
Highland Consulting Associates International Inc
✚
|
OH | 76.6 M |
|
Investment Research Corp
✚
|
CO | 76.3 M |
|
Active Wealth Advisors LLC
✚
|
NJ | 75.4 M |
|
Kane Financial LLC
✚
|
NY | 75.2 M |
|
Tuttle Wealth Partners LLC
✚
|
75.1 M | |
|
Whalen Capital Inc
✚
|
WI | 75.1 M |
|
Financial Planning Associates LLC
✚
|
NY | 74.7 M |
|
RCN Wealth Advisors Inc
✚
|
74.5 M | |
|
Lytle Investment Services Corp
✚
|
NY | 74.3 M |