|
⚲
|
| Weinand Financial Inc
✚
|
|
|---|---|
| CRD # | 328590 |
| SEC # | 801-129080 |
| CIK # | |
| AUM | $610.4 M (2026-03-27) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 360-459-4847 |
| Address | 8120 Freedom Lane NE Lacey, WA 98516-4704 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 202.1 |
| (b) Individuals (high net worth individuals) | 167 | 405.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,246 | 610.4 |
| By Discretionary | ||
| Discretionary | 2,239 | 603.8 |
| Non-Discretionary | 7 | 6.6 |
| Total | 2,246 | 610.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 610.4 | |
| Total | 2,246 | 610.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Planning LLC
✚
|
WA | 0.6 |
|
Clear Wave Wealth Management LLC
✚
|
NJ | 0.6 |
|
West Wealth Group LLC
✚
|
CA | 0.6 |
|
Greenbush Financial Group LLC
✚
|
NY | 0.6 |
|
Hiltop Partners LLC
✚
|
IN | 0.6 |
|
Catalina Capital Group LLC
✚
|
CA | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
Wise Planning Inc
✚
|
0.6 | |
|
Drake & Associates LLC
✚
|
WI | 0.6 |
|
Lunt Capital Management Inc
✚
|
UT | 0.6 |