Weinand Financial, Inc.
● SEC registered since 2023CRD 328590SEC# 801-129080Lacey, WA
Reg. AUM
$610.4M
Employees
5
Accounts
2,246
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 $610.4 million in regulatory assets under management and employs 5 people.
Weinand Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael George Weinand Control | President; Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Weinand Financial, Inc. manage?
Weinand Financial, Inc. reports $610.4 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
| Address | 8120 Freedom Lane NE, Ste 101, Lacey, WA 98516-4704 |
| Phone | 360-459-4847 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$610.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$610.4Mregulatory AUM
Discretionary $603.8MNon-discretionary $6.6M