CRD: 127718
Weingarten Associates, L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2003
- Office Locations
- 2
Office Locations
About Weingarten Associates, L.l.c.
Weingarten Associates is a fee-only, fiduciary RIA providing holistic financial planning, investment management, and in-house tax planning/preparation. The firm serves corporate executives, professionals, self-employed business owners, academics, and families, including those in rapid wealth-accumulation years. Its evidence-based philosophy emphasizes disciplined asset allocation and commonly uses ETFs and public funds, with custody through Charles Schwab.
Team overview
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Custodian
Fund Managers
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Owner & Executives
KENNETH JAY WEINGARTEN
Chief Compliance Officer
- CRD
- #4692544
- Ownership
- 50% but less than 75%
TRINA MICHELLE WEINGARTEN
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,944,432 | $565,056 |
| Non-Discretionary | $5,327,268 | $591,919 |
| Total | $200,271,700 | $565,739 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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