Weigel Fiduciary Asset Management
● SEC registered since 2020CRD 310903SEC# 801-119641
Reg. AUM
$76.1M
Employees
2
Accounts
173
Location
—
Weigel Fiduciary Asset Management assets under management
Weigel Fiduciary Asset Management is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $76.1 million in regulatory assets under management and employs 2 people.
Weigel Fiduciary Asset Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Weigel Control | Principal And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Weigel Fiduciary Asset Management manage?
Weigel Fiduciary Asset Management reports $76.1 million in regulatory assets under management on its Form ADV.
How many employees does Weigel Fiduciary Asset Management have?
Weigel Fiduciary Asset Management reports 2 employees.
Does Weigel Fiduciary Asset Management disclose fund performance?
Weigel Fiduciary Asset Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 646-872-0632 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$76.1M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$76.1Mregulatory AUM
Discretionary $75.5MNon-discretionary $617K