DW
DW

Don Weiher

11 Years of Experience
Fort Lauderdale, FL
Broker

Don Weiher is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 SE 3rd Avenue, Suite 1350, Fort Lauderdale, FL, 33394

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Don has numerous business activities, including ownership in several LLCs related to real estate, estate planning, and a music company. He also dedicates full-time hours to DW Capital Holdings LLC and AGI Capital Management LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - August 2022 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - August 2022 · 7 yrs 5 mos
State Registrations27 states
AZCACOCTDCDEFLGAILINLAMAMIMONCNJNYOHORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Don Weiher - Financial Advisor | TrueAdvisor