Weitzel Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dubuque, IA. Its latest Form ADV filing, dated January 13, 2026, reports $328M in regulatory assets under management, 4 employees, and 1,134 accounts.
Assets Under Management
$328M
Employees
4
Offices
--
Total Clients
1,134
Primary office
DUBUQUE, IA
2200 JOHN F. KENNEDY ROAD, SUITE 103, DUBUQUE, IA, United States
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
831
2
HNWI
26.7%
303
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$328Mas of January 13, 2026
Discretionary99.0%
$325M
99% of total RAUM99.0%
Non-discretionary1.0%
$3M
1% of total RAUM1.0%
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$328M
Total Accounts1,134
10Y AUM Change+$208M (+172.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee284:1
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.