Weitzel Financial Services, Inc.
- Regulatory AUM
- $328M
- Discretionary
- $325M
- Clients
- 1,134
- Avg AUM / client
- $289K
- Accounts
- 1,134
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 831 | $143M | 43.5% |
| High net worth individuals | 303 | $185M | 56.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Joseph Weitzel | President / Bd Chief Compliance Officer | Jul 1990 (36y) | 50% – 75% | |
| Bradley Joseph Weitzel | Vice President/Ria Chief Compliance Officer | Jan 2016 (11y) | 25% – 50% | |
| Martin Thomas Berger | Registered representative | Feb 2017 (9y) | ||
| Raymond Allen Quint | Registered representative | Jun 2018 (8y) | ||
| Matthew James Moore | Registered representative | Jan 2020 (7y) | ||
| Maya G Wachter | Registered representative | Dec 2025 (1y) | ||
| Jake Douglas Layman | Registered representative | Jul 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) | 07/14/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $231M (70% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗