RIA IntelAdvisersNew JerseyWEIDNER ASSOCIATES, LLC

WEIDNER ASSOCIATES, LLC

Advisory

MERCHANTVILLE, NJ

Data as of May 6, 2025 · Source: SEC Form ADV

Rank in NJ
#727
of 775 advisers by AUM
Average account
$2M
across 28 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed May 6, 2025.

Total AUM
$49M
Discretionary %
0%
Clients
28
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$49M
Discretionary AUM$0
Non-Discretionary AUM$49M
Discretionary %0%
Total Clients28
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

EPONA FINANCIAL SOLUTIONS, LLC
$48M
APOGEE FINANCIAL SERVICES GROUP, INC.
MOORESTOWN, NJ
$49M
SATVA ADVISORS LLC
$49M
METAURUS ADVISORS LLC
HOBOKEN, NJ
$49M
BYRON PLACE CAPITAL MANAGEMENT, LLC
METUCHEN, NJ
$48M
+69.4% 1Y
FULL COURT STRATEGIC WEALTH, LLC
MOUNT LAUREL, NJ
$48M

Get the full picture on WEIDNER ASSOCIATES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEIDNER ASSOCIATES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans