WEINGARTEN ASSOCIATES, L.L.C.

Overview

Weingarten Associates, L.L.C. is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm is structured as an owner-operated limited liability company and is registered with the SEC (registered in 2022). Its billing model is fee-based, relying on hourly charges and fixed fees rather than percentage-based asset fees, which signals a planning-first approach for many client engagements. Investment activity centers on discretionary management: the vast majority of client assets are managed on a discretionary basis, with the firm favoring liquid, exchange-listed instruments for core exposure. The adviser’s practice appears geared toward high net worth individuals and small-business owners, using separately managed account structures alongside pooled mutual fund exposure. Weingarten Associates does not position itself as an institutional allocator or pension consultant, and it does not list active ESG investing among its primary strategies.

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Location & Offices