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WEIGELFAM
Legal name: WEIGEL FIDUCIARY ASSET MANAGEMENT
CRD 310903File 801-119641
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$76.1M
Bottom 25% of cohort (national)
Discretionary AUM
$75.5M
Non-discretionary $617K
Clients
89
173 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 16, 2020
- Principal office
- Not reported
- Phone
- 646-872-0632
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $76.1M
- Discretionary AUM
- $75.5M
- Non-discretionary AUM
- $617K
- Discretionary accounts
- 164
- Non-discretionary accounts
- 9
- Total accounts
- 173
- AUM per client
- $855K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.0M |
| High net worth individuals | 46 | $57.3M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 43 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.