Weigel Fiduciary Asset Management
- Regulatory AUM
- $76.1M
- Discretionary
- $75.5M
- Clients
- 89
- Avg AUM / client
- $855K
- Accounts
- 173
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $10.5M | 13.8% |
| High net worth individuals | 46 | $57.3M | 75.2% |
| Pension and profit sharing plans | 0 | $4.3M | 5.71% |
| Corporations and other businesses | 0 | $4.0M | 5.31% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David William Weigel | Principal And Chief Compliance Officer | CFP | Sep 2020 (6y) | 75% or more |
| Caleb Andrew Howard | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE BANKRUPTCY WAS FILED AS A RESULT OF 12 YEARS OF DIVORCE ACTIONS. IT DID NOT INVOLVE ANY CLIENTS OR WEIGEL'S ADVISORY PRACTICE. Status: Pending Summary: AS NOTED PREVIOUSLY, THIS FILING WAS THE RESULT OF 12 YEARS OF DIVORCE ACTIONS. THE DELAY IN MAKING THIS FILING WAS DUE TO WEIGEL BEING BETWEEN COMPLIANCE CONSULTANTS WHEN THE INITIAL AND CONVERTED BANKRUPTCY FILINGS WERE MADE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $76.1M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗