W
$76.1M Total AUM
$75.5M Disc. AUM
18.3% 3Y CAGR
2 Employees
89 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-16-2020
- Office Locations
- 2
Office Locations
-- Boise ID
-- NEW York NY
About Weigelfam
Weigel Fiduciary Asset Management (WeigelFAM) is an independent, fee-only RIA in New York offering comprehensive financial planning and wealth management built on in-depth fundamental research and analysis. The firm operates under a fiduciary mandate across all services, using an open-architecture partner model and working with platforms including Schwab, Orion, and Redtail.
Team overview
-- AVG AGE
$38.1M AVG AUM / ADVISOR
$855.4K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID WILLIAM WEIGEL
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2634533
- Ownership
- 75% or more
Available
Available
Available
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Caleb Andrew Howard
--
- CRD
- #7093561
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,512,500 | $460,442 |
| Non-Discretionary | $616,700 | $68,522 |
| Total | $76,129,200 | $440,053 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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