|
⚲
|
| Weingarten Associates LLC
✚
|
|
|---|---|
| CRD # | 127718 |
| SEC # | 801-125854 |
| CIK # | |
| AUM | $119.9 MM (2023-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 609-620-1770 |
| Address | 11 Overlook Way Lawrenceville, NJ 08648 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 16.1 |
| (b) Individuals (high net worth individuals) | 39 | 103.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 359 | 119.9 |
| By Discretionary | ||
| Discretionary | 329 | 109.7 |
| Non-Discretionary | 30 | 10.2 |
| Total | 359 | 119.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.9 | |
| Total | 359 | 119.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Gouws Capital LLC
✚
|
NC | 0.1 |
|
Planning Solutions International LLC
✚
|
FL | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |
|
Great River Financial LLC
✚
|
MN | 0.1 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.1 |
|
Turloff Financial Consulting Inc
✚
|
WA | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
VA | 0.1 |
|
Wiener Bruce Michael
✚
|
MD | 0.1 |
|
White Knight Strategic Wealth Advisors LLC
✚
|
NJ | 0.1 |