WENZEL ANALYTICS, INC.
LEROY S WENZEL
CRD 115499
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$13.6M
Discretionary AUM
$13.6M
Team
1 total employees; 1 advisory reps; 30 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-07-21
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.8M |
| High net worth individuals | 13 | $5.9M |
| Corporations/business entities | 1 | $923K |
All web addresses on file
Official SEC filing: View on IAPD