Updated:
Anweiler Financial Management
Anweiler Financial Management is an SEC-registered RIA providing financial planning and investment management for US-based individuals and families.
Anweiler Financial Management
Anweiler Financial Management, LLC is an SEC-registered investment adviser in New Haven, IN. The firm manages approximately $51 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Frequently asked questions
What regulatory status does Anweiler Financial Management hold?
Anweiler Financial Management is registered as an investment advisor with the SEC, meaning it files Form ADV annually and is subject to fiduciary standards. This registration imposes disclosure requirements for AUM, fees, and disciplinary history.
What services does Anweiler Financial Management offer?
The firm provides financial planning and portfolio management, including asset allocation, security selection, and performance monitoring. It serves individuals, families, and institutions.
How does Anweiler Financial Management generate revenue?
As a registered RIA, it likely charges a flat fee, a percentage of AUM, or an hourly rate, consistent with SEC-registered advisors. Exact fee structures are disclosed in the firm's ADV Part 2 brochure.
Is Anweiler Financial Management a family office or a wealth manager?
The firm functions as a wealth manager for multiple clients, not a single family office. Its SEC registration indicates it manages assets for a broader client base.
What geographic area does Anweiler Financial Management serve?
The firm primarily serves US-based clients. No offices outside the United States are publicly known.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: