{
  "crd_number": 132349,
  "slug": "wiederman-and-associates-132349",
  "primary_business_name": "WIEDERMAN & ASSOCIATES",
  "legal_name": "WIEDERMAN & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSI",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-02-09",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-28",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132349",
  "listing_state": "CA",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wiederman-and-associates-132349",
  "display_name": "Wiederman & Associates",
  "summary": "Wiederman & Associates is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated February 28, 2026.",
  "citation": "AdvisorCensus. Wiederman & Associates (CRD 132349): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wiederman & Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wiederman & Associates reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Wiederman & Associates registered with the SEC or a state?",
      "a": "Wiederman & Associates is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 132349."
    },
    {
      "q": "Does Wiederman & Associates report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132349"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wiederman-and-associates-132349.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132349",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}