DBA: WEIGELFAM
| Total AUM | $64.3M |
| Discretionary | $64.2M100% of AUM |
| Non-Discretionary | $108K |
| Client Accounts | 174 |
| Avg Account Size | $370K |
| Employees | 1 |
| Peak AUM | $70.8MMar 2022 |
Total AUM
$64M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $64M | 0.0% | +10.2% | 0.4% | |
| Discretionary AUM | $64M | ||||
| Total AUM | $64.3M |
| Discretionary | $64.2M |
| Employees | 1 |
| Client Accounts | 174 |
| Client Range | 0 |
Phone
646-872-0632
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$64M
99.8% of AUM
Non-Discretionary
$108,248
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 0.0% |
| +10.1% |
| 0.4% |
| Non-Disc. AUM | $108,248 | 0.0% | — | — |
| Total Accounts | 174 | 0.0% | +0.4% | 1.0% |
| Avg Account Size | $369,731.207 | 0.0% | +9.8% | +0.6% |
| Employees | 1 | 0.0% | 0.0% | 19.7% |
| AUM / Employee | $64M | 0.0% | +10.2% | +24.1% |
Client AUM Segments | |||||
| Wealth AUM | $62M | 0.0% | +8.7% | 1.2% | |
| Institutional AUM | $3M | 0.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 30 | 0.0% | 8.7% | 7.4% | |
| Individuals | 50 | 0.0% | +4.9% | +1.7% | |