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Weinand Financial, Inc.

● SEC registered since 2023CRD 328590SEC# 801-129080Lacey, WA
Export (members)
Reg. AUM
$504.5M
Employees
5
Accounts
1,967
Location
Lacey, WA

Weinand Financial, Inc. assets under management

Weinand Financial, Inc. operates as an SEC-registered investment adviser based in Lacey, WA. The firm has been registered since 2023. It reports $504.5 million in regulatory assets under management and employs 5 people.
www.weinand.usView on SEC.gov ↗

Weinand Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael George Weinand ControlPresident; Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Weinand Financial, Inc. manage?

Weinand Financial, Inc. reports $504.5 million in regulatory assets under management on its Form ADV.

How many employees does Weinand Financial, Inc. have?

Weinand Financial, Inc. reports 5 employees.

Where is Weinand Financial, Inc. located?

Weinand Financial, Inc. is based in Lacey, WA and has been SEC-registered since 2023.

Does Weinand Financial, Inc. disclose fund performance?

Weinand Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8120 Freedom Lane NE, Ste 101, Lacey, WA 98516-4704
Phone360-459-4847
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$498.7M
Non-discretionary$5.8M
Total (RAUM)$504.5M