SourcingSourcing

WEINAND FINANCIAL, INC.

B56
CRD 328590·SEC 801-129080·LACEY, WA
AUM
$610.4M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEINAND FINANCIAL, INC.
CRD
328590
SEC file #
801-129080
EIN
—
DBA names
—

Economics

AUM
$610.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$504.5M → $610.4M▲ +21%
Client mix
Individuals Other270
Individuals High Net Worth167
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
LACEY WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
weinand.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEINAND, MICHAEL, GEORGE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WEINAND, MICHAEL, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3252
Soi Zip Pct 200k Plus
0.0883
Soi Zip Returns 200k Plus
1,300
Soi Zip Total AGI
1,434,443
Fdic Zip Total Deposits
5,178,159,000
Fdic Zip Branch Count
148
Fdic Zip Top Banks
U.S. Bank National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Key Savings BankOlympia, WA
Key Savings BankOlympia, WA
Fdic Zip HHI
1300.06
Fdic Zip Top Bank Share Pct
21.25
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,724
Returns2,690
Stub 2
AGI115,194
Returns3,060
Stub 3
AGI148,131
Returns2,400
Soi Zip Total Business Income
34,675
Soi Zip Total Cap Gains
67,976
Soi Zip Total Dividends
33,153
Soi Zip Total Returns
14,730
Top Owner CRD
2317898
Trust Company Affiliate
No

People (1)

1
WEINAND, MICHAEL, GEORGE
IAR · Direct Owner · 87.5%
2317898