Wealth manager, independent · Lawrenceville, NJ
Weingarten Associates, L.L.C.
SEC-registered investment adviser · CRD 127718 · SEC 801-125854
At a glance
Weingarten Associates, L.L.C. is an SEC-registered investment adviser based in Lawrenceville, New Jersey, with $200 million in regulatory assets under management as of its Form ADV filed February 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 65 individual clients. By Form ADV it is a wealth manager, ranked 5,801st of 8,915 wealth managers and 12,220th of 17,210 SEC-registered advisers by assets.
Main office 609-620-1770weingartenassociates.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $200M
- Rank among wealth managers
- #5,801 of 8,915
- Rank among all SEC RIAs
- #12,220 of 17,210
- Rank in New Jersey
- #274 of 392
- Individual clients
- 65
- High-net-worth clients
- 58
- Accounts
- 354
- Discretionary
- 97% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Kenneth J. WeingartenPresident of Financial Planning Services, CCO
- Trina M. WeingartenPresident of Tax Services
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 58 | $197M | 98% |
| Individuals | 7 | $3M | 2% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Weingarten Associates, L.L.C. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗weingartenassociates.com ↗
AtlasMembers
The full record on Weingarten Associates, L.L.C.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 5,970 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Weingarten Associates, L.L.C. manage?
Weingarten Associates, L.L.C. reports $200 million in regulatory assets under management across 354 accounts, 97% of it on a discretionary basis, on its Form ADV filed February 24, 2026.
What kind of firm is Weingarten Associates, L.L.C.?
Weingarten Associates, L.L.C. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Weingarten Associates, L.L.C.’s clients?
By assets, its largest client types are high-net-worth individuals ($197 million, 58 clients); individuals ($3 million, 7 clients); charitable organizations ($21,114).
Does Weingarten Associates, L.L.C. have any disciplinary history?
Weingarten Associates, L.L.C. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Weingarten Associates, L.L.C.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →