# WEIGEL FIDUCIARY ASSET MANAGEMENT

WEIGEL FIDUCIARY ASSET MANAGEMENT is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 310903
- Type: SEC-registered investment adviser
- SEC file number: 801-119641
- Phone: 646-872-0632
- Latest filing: 2026-06-17
- Regulatory AUM: $76.1M
- Discretionary AUM: $75.5M
- Non-discretionary AUM: $617K
- Clients: 2
- Accounts: 173

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David William Weigel | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| WEIGEL DAVID WILLIAM | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-11-20 | civil | THE BANKRUPTCY WAS FILED AS A RESULT OF 12 YEARS OF DIVORCE ACTIONS. IT DID NOT INVOLVE ANY CLIENTS OR WEIGEL'S ADVISORY PRACTICE. | Pending | — |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310903/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310903/similar
- Related entities: https://search.stillhousedata.com/firm/310903/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310903

---

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.