RIA Intelligence

WEINGARTEN ASSOCIATES, L.L.C.

CRD #127718 SEC #801-125854 LAWRENCEVILLE, NJ 609-620-1770
SEC Registered
Total AUM
$167.7M
Discretionary
$163M
Employees
2
Clients
51
Accounts
408

AUM Over Time

DateMar 2025
Total AUM$167.7M
Discretionary$163M
Non-Disc.$4.6M
Employees2
Clients0
DateMar 2025
Total AUM$167.7M
Discretionary$163M
Non-Disc.$4.6M
Employees2
Clients0
DateSep 2024
Total AUM$134.4M
Discretionary$131.5M
Non-Disc.$2.9M
Employees2
Clients0
DateMay 2024
Total AUM$134.4M
Discretionary$131.5M
Non-Disc.$2.9M
Employees2
Clients0
DateMar 2024
Total AUM$134.4M
Discretionary$131.5M
Non-Disc.$2.9M
Employees2
Clients0
DateMar 2023
Total AUM$119.9M
Discretionary$109.7M
Non-Disc.$10.2M
Employees3
Clients3
DateMay 2022
Total AUM$124M
Discretionary$112.5M
Non-Disc.$11.5M
Employees3
Clients3