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WEIGELFAM

· CRD 310903 · IAPD ↗ · 646-872-0632

$76.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — WEIGELFAM now reports custody of client assets ($38,400).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
June 2026 — WEIGELFAM notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — WEIGELFAM notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — WEIGELFAM notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — WEIGEL FIDUCIARY ASSET MANAGEMENT is now doing business as WEIGELFAM.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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