WEITZEL FINANCIAL SERVICES, INC.
CRD #27346 SEC #801-118164 DUBUQUE, IA 563-583-6020
SEC Registered Broker-Dealer
Total AUM
$274.3M
Discretionary
$271.3M
Employees
3
Clients
0
Accounts
1,593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $274.3M | $271.3M | $3M | 3 | 0 |
| Jan 2025 | $238.6M | $236.4M | $2.2M | 3 | 0 |
| Mar 2024 | $238.6M | $236.4M | $2.2M | 3 | 0 |
| Sep 2023 | $199.1M | $197M | $2.1M | 3 | 0 |
| Sep 2023 | $199.1M | $197M | $2.1M | 3 | 0 |
| Mar 2023 | $199.1M | $197M | $2.1M | 3 | 0 |
| Mar 2022 | $209.2M | $202.9M | $6.3M | 3 | 0 |
| Mar 2021 | $162.3M | $157.2M | $5.2M | 3 | 0 |
| Jun 2020 | $120.1M | $117.1M | $3M | 3 | 0 |
| Feb 2020 | $120.1M | $117.1M | $3M | 3 | 0 |
DateMar 2025
Total AUM$274.3M
Discretionary$271.3M
Non-Disc.$3M
Employees3
Clients0
DateJan 2025
Total AUM$238.6M
Discretionary$236.4M
Non-Disc.$2.2M
Employees3
Clients0
DateMar 2024
Total AUM$238.6M
Discretionary$236.4M
Non-Disc.$2.2M
Employees3
Clients0
DateSep 2023
Total AUM$199.1M
Discretionary$197M
Non-Disc.$2.1M
Employees3
Clients0
DateSep 2023
Total AUM$199.1M
Discretionary$197M
Non-Disc.$2.1M
Employees3
Clients0
DateMar 2023
Total AUM$199.1M
Discretionary$197M
Non-Disc.$2.1M
Employees3
Clients0
DateMar 2022
Total AUM$209.2M
Discretionary$202.9M
Non-Disc.$6.3M
Employees3
Clients0
DateMar 2021
Total AUM$162.3M
Discretionary$157.2M
Non-Disc.$5.2M
Employees3
Clients0
DateJun 2020
Total AUM$120.1M
Discretionary$117.1M
Non-Disc.$3M
Employees3
Clients0
DateFeb 2020
Total AUM$120.1M
Discretionary$117.1M
Non-Disc.$3M
Employees3
Clients0