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Weinand Financial

EST. AUM
$610,380,000

CONTACTS
3

CLIENT ACCOUNTS
2,246

Firm Details

Metro area Seattle
CRD Number 328590
Website wealthenhancement.com
Client types

Overview

On August 15, Wealth Enhancement acquired the investment advisory business of Weinand Financial, an independent RIA in Olympia, WA, adding more than $644 million in client assets. Weinand Financial provides financial planning services for individuals, families, and businesses. With over 30 years of experience, the firm offers customized solutions designed to address a variety of financial needs. Their approach focuses on personalized service and professional expertise to assist clients in achieving their financial goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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