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| Keyboard |
| Weinand Financial Inc
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|---|---|
| CRD # | 328590 |
| SEC # | 801-129080 |
| CIK # | |
| AUM | 610.4 M (2026-03-27) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 360-459-4847 |
| Address | 8120 Freedom Lane NE Lacey, WA 98516-4704 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 202.1 |
| (b) Individuals (high net worth individuals) | 167 | 405.1 |
| (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 | 1 | 3.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,246 | 610.4 |
| By Discretionary | ||
| Discretionary | 2,239 | 603.8 |
| Non-Discretionary | 7 | 6.6 |
| Total | 2,246 | 610.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 610.4 | |
| Total | 2,246 | 610.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Planning LLC
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WA | 617.7 M |
|
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NJ | 617.0 M |
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CA | 616.7 M |
|
Greenbush Financial Group LLC
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NY | 616.5 M |
|
Hiltop Partners LLC
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IN | 616.4 M |
|
Catalina Capital Group LLC
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CA | 616.3 M |
|
Darwin Wealth Management LLC
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FL | 614.5 M |
|
Wise Planning Inc
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|
610.3 M | |
|
Drake & Associates LLC
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|
WI | 607.3 M |
|
Lunt Capital Management Inc
✚
|
UT | 601.5 M |