W
$5.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Trust Company OF America
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2024
- Office Locations
- 1
Office Locations
35 East Grassy Sprain Road Suite 403 Yonkers NY
About Wieder Financial Corp.
Wieder Financial Corp. is a Yonkers-based RIA. The firm has been operating for 1 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Trust Company OF America.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN A. WIEDER
President
- CRD
- #5652817
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,460,000 | -- |
| Total | $5,460,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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