Weingarten Associates, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$200,250,586
Clients
65
89% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$3,080,778
About
The firm advises individuals, high-net-worth clients, trusts, charitable organizations and pension/401(k) plans, providing fixed-fee financial planning engagements and ongoing wealth management services. It also offers ongoing accounting and tax-preparation services through an affiliated Certified Public Accountant, and its wealth management and “wealth accumulator” programs are tailored for clients at different stages of asset accumulation.
Investment management follows an academic, market-efficient framework that emphasizes low-cost passive mutual funds and ETFs and applies the Fama–French three-factor approach to set exposures across equity, size and value dimensions. The firm generally manages client accounts on a discretionary basis, performs periodic reviews and rebalancing, and may implement tax-loss harvesting in non-retirement accounts.
Notable distinctions include the affiliated CPA offering tax preparation and accounting alongside advisory services and a fee model built around fixed planning and annual advisory fees rather than a typical percentage-of-assets schedule. The firm also does not charge performance-based fees, generally leaves proxy voting to clients, and reports managing roughly $168 million in client assets.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Tax-loss harvesting
Passive / index investing
Demographic focus
HENRY (High Earners, Not Rich Yet)
Established Professionals
Fee options
Fixed fee financial planning starting at $8,000; fixed annual fee for Wealth Management Advisory services
Hourly charges reported in Part 1 but no specific hourly rate stated in brochure
Account minimum: $500,000 Minimum fee: Minimum annual fee of $20,000 for Wealth Management services; $12,500 minimum annual fee for existing relationships; initial financial planning fees generally start at $8,000 on a fixed-fee basis Fee-only: Initial financial planning fixed fee starting at $8,000; fixed annual fee for Wealth Management services with minimums as stated
Main office location
Weingarten Associates, L.L.C.
11 Overlook Way
Lawrenceville NJ 08648, United States
Number of offices
1
Most active in
Weingarten Associates, L.L.C. has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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