# Weingarten Associates, L.L.C.

> Weingarten Associates, L.L.C. is an SEC-registered investment advisory firm in Lawrenceville, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 127718
- Filed as: WEINGARTEN ASSOCIATES, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lawrenceville, NJ
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127718
- AdvisorCensus page: https://advisorcensus.com/firm/weingarten-associates-l-l-c-lawrenceville-nj-127718

## Quick answers

**How is Weingarten Associates, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Weingarten Associates, L.L.C. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Weingarten Associates, L.L.C. charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Flat fee: $8,000 (Initial Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Weingarten Associates, L.L.C. located?**
Weingarten Associates, L.L.C.'s principal office is in Lawrenceville, NJ, according to its Form ADV.

**Is Weingarten Associates, L.L.C. registered with the SEC or a state?**
Weingarten Associates, L.L.C. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 127718.

**How much does Weingarten Associates, L.L.C. manage?**
Weingarten Associates, L.L.C. reports $200,271,700 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (97% discretionary).

**How have Weingarten Associates, L.L.C.'s assets and staff changed since 2022?**
In the Form ADV data for Weingarten Associates, L.L.C.: Regulatory assets under management: $123,964,744 in the October 2022 data and $200,271,700 in the October 2026 data, up 62%. Total employees: 3 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Weingarten Associates, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (7).

**Which custodians does Weingarten Associates, L.L.C. use?**
Weingarten Associates, L.L.C.'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 Weingarten Associates, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127718

**Does Weingarten Associates, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Weingarten requires a minimum client a ccount size of $500,000.00 However in certain situations, Weingarten may waive such minimum account size requirements in its sole discretion."

**What changed in Weingarten Associates, L.L.C.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $167,676,914 to $200,271,700 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

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

> Weingarten requires a minimum client a ccount size of $500,000.00 However in certain situations, Weingarten may waive such minimum account size requirements in its sole discretion.

- Flat fee: $8,000 (Initial Financial Planning)

> Weingarten’s financial planning fees generally start at $ 8,000.00 on a fixed -fee basis and will depend upon the level and scope of the services required.

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: $200,271,700
- Discretionary: $194,944,432
- Non-discretionary: $5,327,268

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,171,297 |
| High net worth individuals | 58 | $197,079,289 |
| 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) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $21,114 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plus.google.com/107475388881770614412
- weingartenassociates.com
- LinkedIn @KEN-WEINGARTEN-AB7A424
- X @KENWEINGARTEN
- YouTube @KENPLANNER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $123,964,744 | 3 | May 11, 2022 |
| October 2023 | $119,881,363 | 3 | March 13, 2023 |
| October 2024 | $134,422,204 | 2 | September 23, 2024 |
| October 2025 | $167,676,914 | 2 | March 7, 2025 |
| October 2026 | $200,271,700 | 2 | February 24, 2026 |

Regulatory assets under management: $123,964,744 in the October 2022 data and $200,271,700 in the October 2026 data, up 62%.
Total employees: 3 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $167,676,914 to $200,271,700 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weingarten Associates, L.L.C. (CRD 127718): Form ADV filing data as of October 2026.