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, Hourly Charges, Fixed Fees
- Client types
- HNWI86.94%
- Individuals8.86%
- Corporations / Businesses4.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Weigelfam is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include assets-under-management fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in its snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Bonds85%
- Exchange Traded Equities6%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- US Government 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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