WEINAND FINANCIAL, INC.
CRD #328590 SEC #801-129080 LACEY, WA 360-459-4847
SEC Registered
Total AUM
$504.5M
Discretionary
$498.7M
Employees
5
Clients
251
Accounts
1,967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $504.5M | $498.7M | $5.8M | 5 | 480 |
| Mar 2024 | $443.4M | $439.5M | $3.9M | 4 | 0 |
| Dec 2023 | $0 | $0 | $0 | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$504.5M
Discretionary$498.7M
Non-Disc.$5.8M
Employees5
Clients480
DateMar 2024
Total AUM$443.4M
Discretionary$439.5M
Non-Disc.$3.9M
Employees4
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0