# WEINGARTEN ASSOCIATES, L.L.C.

WEINGARTEN ASSOCIATES, L.L.C. of LAWRENCEVILLE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 127718
- Type: SEC-registered investment adviser
- SEC file number: 801-125854
- Location: 11 OVERLOOK WAY, LAWRENCEVILLE, NJ, 08648
- Phone: 609-620-1770
- Latest filing: 2026-02-24
- Regulatory AUM: $200.3M
- Discretionary AUM: $194.9M
- Non-discretionary AUM: $5.3M
- Clients: 2
- Accounts: 354

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Jay Weingarten | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | — |
| Trina Michelle Weingarten | PRESIDENT OF TAX SERVICES | — |
| WEINGARTEN KENNETH JAY | PRESIDENT OF FINANCIAL PLANNING SERVICES, CCO | — |
| WEINGARTEN TRINA MICHELLE | PRESIDENT OF TAX SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127718/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127718/similar
- Related entities: https://search.stillhousedata.com/firm/127718/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127718

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.