Weingarten Associates, L.L.C.
● SEC registered since 2022CRD 127718SEC# 801-125854Lawrenceville, NJ
Reg. AUM
$200.3M
Employees
2
Accounts
354
Location
Lawrenceville, NJ
Weingarten Associates, L.L.C. assets under management
Weingarten Associates, L.L.C. operates as an SEC-registered investment adviser based in Lawrenceville, NJ. The firm has been registered since 2022. It reports $200.3 million in regulatory assets under management and employs 2 people.
Weingarten Associates, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Jay Weingarten Control | President Of Financial Planning Services, Cco | 50-75% | 2003 |
| Trina Michelle Weingarten Control | President Of Tax Services | 50-75% | 2003 |
Frequently asked questions
How much does Weingarten Associates, L.L.C. manage?
Weingarten Associates, L.L.C. reports $200.3 million in regulatory assets under management on its Form ADV.
How many employees does Weingarten Associates, L.L.C. have?
Weingarten Associates, L.L.C. reports 2 employees.
Where is Weingarten Associates, L.L.C. located?
Weingarten Associates, L.L.C. is based in Lawrenceville, NJ and has been SEC-registered since 2022.
Does Weingarten Associates, L.L.C. disclose fund performance?
Weingarten Associates, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 Overlook Way, Lawrenceville, NJ 08648 |
| Phone | 609-620-1770 |
| Fax | 609-288-8460 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$200.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$200.3Mregulatory AUM
Discretionary $194.9MNon-discretionary $5.3M