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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 1 | 2 | increased by1 |
| Jul 1, 2026 | Custody | No | Yes | |
| Jul 1, 2026 | Clients | 80 | 89 | increased by9 |
| Jul 1, 2026 | AUM | $64,333,230 | $76,129,200 | increased by$11,795,970 |
| Jul 1, 2026 | Accounts | 174 | 173 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 94 | 80 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $70,814,938 | $64,333,230 | decreased by$6,481,708 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 200 | 174 | decreased by26 |
| Apr 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 90 | 94 | increased by4 |
| Apr 1, 2022 | AUM | $65,515,734 | $70,814,938 | increased by$5,299,204 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEIGELFAM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEIGELFAM” may also match similarly-named firms). Confirm identity against each filing.
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.