Weinand Financial, Inc.
Weinand Financial, Inc. is an SEC-registered wealth manager in Lacey, WA with $610.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Weinand Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328590, SEC 801-129080, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $610.4M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Lacey, WA
- Employees
- 5
- Clients
- 438
- CRD
- 328590
- Ownership
- WEINAND, MICHAEL, GEORGE
How much AUM does Weinand Financial, Inc. have?
Weinand Financial, Inc. reported $610.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Weinand Financial, Inc.?
Disclosed owners and executives of Weinand Financial, Inc. include WEINAND, MICHAEL, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.