LAWRENCEVILLE, NJCRD 127718Latest ADV February 24, 2026
Weingarten Associates, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lawrenceville, NJ. Its latest Form ADV filing, dated February 24, 2026, reports $200M in regulatory assets under management, 2 employees, and 354 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.2% of total clients.
Top client categories% of clientsClients
1
HNWI
89.2%
58
2
Individuals
10.8%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of February 24, 2026
Discretionary97.3%
$195M
97% of total RAUM97.3%
Non-discretionary2.7%
$5M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$200M
Total Accounts354
10Y AUM Change+$76M (+61.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee33:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.