WEITZEL FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$327,771,408
Discretionary
$324,653,982
Non-discretionary
$3,117,426
Firm details
- CRD number
- 27346
- SEC file number
- 801-118164
- Main office
- DUBUQUE, IA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.WEITZELFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.