This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$76.1MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$75.5M

Private client RAUM

$67.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$38.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

173

Individual clients

43

High net worth clients

46

Custody, client assets

$38,400

SEC number

801-119641

CRD

310903

Filings on the tape

18

First filed

Sep 16, 2020

Latest filed

Jun 17, 2026

Organised

Limited Liability Company, DE

• Occurred

  Sep 16, 2020
  First Form ADV filing

  Weigel Fiduciary Asset Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ee88b1dd-7b91-821d-74d9-e79d64d24506

First observed

Sep 16, 2020

Last observed

Jun 17, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.