WEINAND FINANCIAL, INC.

WEINAND FINANCIAL, INC. of LACEY, WA is an SEC-registered investment adviser (CRD 328590). Regulatory assets under management: $610.4M.

Registration

• CRD: 328590
• SEC file number: 801-129080
• Type: Registered investment adviser
• Location: 8120 FREEDOM LANE NE, STE 101, LACEY, WA, 98516-4704
• Phone: 360-459-4847
• Latest filing: 2026-03-27
• Regulatory AUM: $610.4M
• Discretionary AUM: $603.8M
• Non-discretionary AUM: $6.6M
• Clients: 5
• Accounts: 2,246

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search