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WEINAND FINANCIAL, INC.

LACEY, WA · CRD 328590 · IAPD ↗ · weinand.us · 360-459-4847

$610.4MRegulatory AUM
1Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WEINAND FINANCIAL, INC. crossed $500M in regulatory AUM ($443.4M -> $504.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
76
April 2025 — WEINAND FINANCIAL, INC. reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2024 — WEINAND FINANCIAL, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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