Weigelfam

Overview

Weigelfam is an independently owned Registered Investment Adviser organized as a limited liability company and registered with the SEC in 2020. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage-of-AUM model and fixed fees. Filings indicate the firm does not position itself as a capital allocator or an active ESG investor. Regulatory and operating attributes in firm disclosures show individual ownership and an independent RIA classification. While the adviser reports advisory activity across the retail wealth market, it does not list multi-state adviser status in its snapshot data.

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Location & Offices