Weigelfam
Firm details
- Headquarters
- ,
- CRD number
- 310903
- Registered since
- October 16, 2020
- Website
- www.weigelfam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.21%
- Individuals13.77%
- Pension & Profit Sharing Plans5.71%
- Corporations / Businesses5.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Weigelfam is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm has been SEC-registered since 2020 and serves individual and family clients. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. According to its filing, the firm does not position itself as a capital allocator, is not active on ESG mandates, and is not identified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds69%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents9%
- Exchange Traded Equities8%
- State & Local Bonds1%
Owners & executives
1 of 1
David Weigel
Principal and Chief Investment OfficerCRD 2634533
Contacts
1 of 1
Caleb Howard
Investment Advisor RepresentativeCRD 7093561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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