Company Information

Get to know Weingarten Associates Pleasanton

Founded in 1988, Weingarten Associates, Inc. is an independent, fee-only Registered Investment Adviser (RIA) based in Pleasanton, California. The firm provides comprehensive wealth management, investment management, and retirement planning services primarily to high-net-worth individuals, families, and trusts. Their mission is to build long-term client relationships based on trust and integrity, offering personalized financial strategies to help clients navigate complex financial landscapes and secure their financial futures.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Weingarten Associates Pleasanton

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.