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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, KENNETH, JAY | I | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
| WEINGARTEN, TRINA, MICHELLE | I | PRESIDENT OF TAX SERVICES | D | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (2)
NJ PA
Address
11 OVERLOOK WAYLAWRENCEVILLE, NJ 08648
United States
Phone: 609-620-1770