Weinand Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lacey, WA. Its latest Form ADV filing, dated March 27, 2026, reports $610M in regulatory assets under management, 5 employees, and 2,246 accounts.
Assets Under Management
$610M
Employees
5
Offices
--
Total Clients
438
Primary office
LACEY, WA
8120 FREEDOM LANE NE, STE 101, LACEY, WA, United States
Top client segmentIndividuals represent 61.6% of total clients.
Top client categories% of clientsClients
1
Individuals
61.6%
270
2
HNWI
38.1%
167
3
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$610Mas of March 27, 2026
Discretionary98.9%
$604M
99% of total RAUM98.9%
Non-discretionary1.1%
$7M
1% of total RAUM1.1%
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.
Total AUM$610M
Total Accounts2,246
10Y AUM Change+$610M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee88:1
10Y Employee Change+1 (+25.0%)
* 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.