# Weigelfam

> Weigelfam is an SEC-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 310903
- Filed as: WEIGELFAM
- Legal name: Weigel Fiduciary Asset Management
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310903
- AdvisorCensus page: https://advisorcensus.com/firm/weigelfam-310903

## Quick answers

**How is Weigelfam compensated?**
On its Form ADV (Item 5.E, October 2026), Weigelfam reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Weigelfam charge?**
Its Form ADV Part 2A brochure dated June 17, 2026 states: Hourly rate: $200 to $500 an hour (Financial planning services); Flat fee: $2,000 to $10,000 (longer-term Estate Planning projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Weigelfam registered with the SEC or a state?**
Weigelfam is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310903.

**How much does Weigelfam manage?**
Weigelfam reports $76,129,200 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (99% discretionary).

**How have Weigelfam's assets and staff changed since 2021?**
In the Form ADV data for Weigelfam: Regulatory assets under management: $65,515,734 in the October 2021 data and $76,129,200 in the October 2026 data, up 16%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Weigelfam serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (43).

**Which custodians does Weigelfam use?**
Weigelfam's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Weigelfam report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310903

**Does Weigelfam state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "WeigelFAM generally requires a minimum relationship size of $500,000. This may be waived at the sole discretion of the Advisor."

**What changed in Weigelfam's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $64,333,230 to $76,129,200 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> WeigelFAM generally requires a minimum relationship size of $500,000. This may be waived at the sole discretion of the Advisor.

- Hourly rate: $200 to $500 an hour (Financial planning services)

> Hourly fees range from $200 – $500 per hour, depending on what is negotiated between WeigelFAM and the client.

- Flat fee: $2,000 to $10,000 (longer-term Estate Planning projects)

> Fixed fees for longer-term Estate Planning projects range from $2,000 to $10,000 per project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $76,129,200
- Discretionary: $75,512,500
- Non-discretionary: $616,700

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $10,482,300 |
| High net worth individuals | 46 | $57,253,700 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,347,500 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,045,700 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, ID, NE, NH, NJ, NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310903

### Websites listed on Form ADV (Item 1.I)
- Facebook @WeigelFiduciary

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $65,515,734 | 3 | July 19, 2021 |
| October 2022 | $70,814,938 | 2 | March 30, 2022 |
| October 2023 | $47,298,954 | 1 | July 18, 2023 |
| October 2024 | $56,023,166 | 1 | June 6, 2024 |
| October 2025 | $64,333,230 | 1 | March 28, 2025 |
| October 2026 | $76,129,200 | 2 | June 17, 2026 |

Regulatory assets under management: $65,515,734 in the October 2021 data and $76,129,200 in the October 2026 data, up 16%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $64,333,230 to $76,129,200 (+18%).

### June 2026
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weigelfam (CRD 310903): Form ADV filing data as of October 2026.