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WEINAND FINANCIAL, INC.
CRD 328590File 801-129080
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$610.4M
Above cohort median (national)
Discretionary AUM
$603.8M
Non-discretionary $6.6M
Clients
438
2,246 accounts
Employees
5
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 21, 2023
- Principal office
- 8120 FREEDOM LANE NE, STE 101, LACEY, WA, 98516-4704
- Phone
- 360-459-4847
- Website
- https://www.weinand.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $610.4M
- Discretionary AUM
- $603.8M
- Non-discretionary AUM
- $6.6M
- Discretionary accounts
- 2,239
- Non-discretionary accounts
- 7
- Total accounts
- 2,246
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 167 | $405.1M |
| Pension and profit sharing plans | Fewer than 5 | $3.2M |
| Individuals (other than high net worth individuals) | 270 | $202.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.