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WEINGARTEN ASSOCIATES, L.L.C.

LAWRENCEVILLE, NJ · CRD 127718 · IAPD ↗ · plus.google.com · 609-620-1770

$200.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — WEINGARTEN ASSOCIATES, L.L.C. changed its website from weingartenassociates.com to plus.google.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2025 — WEINGARTEN ASSOCIATES, L.L.C. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — WEINGARTEN ASSOCIATES, L.L.C. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.