ria
Weinand Financial
LACEY, WA
CRD: 328590
In PWD coverage since August 18, 2026 · 4 stories
$610MRegulatory AUMSEC Form ADV · Oct 3
5EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Jul 31, 25Deal announcedWealth Enhancement · $644
PWD coverage
exit
A free exit score is resettling RIA prices
FP Transitions' 1-to-100 tool weights profit over AUM, and Stratos's name-preserving deal shows buyers are already paying for cash flow.