Weitzel Financial Services, Inc.
Weitzel Financial Services, Inc. is an SEC-registered mass-market adviser in Dubuque, IA with $327.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Weitzel Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 27346, SEC 801-118164, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $327.8M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Dubuque, IA
- Employees
- 4
- Clients
- 1,134
- CRD
- 27346
- Ownership
- WEITZEL, TIMOTHY JOSEPH; WEITZEL, BRADLEY JOSEPH
How much AUM does Weitzel Financial Services, Inc. have?
Weitzel Financial Services, Inc. reported $327.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Weitzel Financial Services, Inc.?
Disclosed owners and executives of Weitzel Financial Services, Inc. include WEITZEL, TIMOTHY JOSEPH, WEITZEL, BRADLEY JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.