Wieder Financial Corp.

Public-record details

Address

35 East Grassy Sprain Road Suite 403, Yonkers, NY 10710

Phone

(914) 205-6363

Listed under

Financial planning, Flat / fixed fees, % of assets managed

CRD number

331643

Registration

State registered: NY

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Flat Fee and Selection of Other Advisor for Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning

Regulatory assets under management

$5.5 million

Accounts managed

2

Clients reported (Form ADV 5.D)

2

Individual / high-net-worth clients

1 / 1

Employees

1

Other business activities (Form ADV 6.A)

Also active as: real estate broker/agent, lawyer or law firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2025-06-06

State registered (NY) investment adviser, CRD 331643, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 331643 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.