Sean Wieland
Tannhauser Financial · North Wales, Pennsylvania
Sean Wieland is a fee-only financial advisor at Tannhauser Financial in North Wales, Pennsylvania. Tannhauser Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Tannhauser Financial |
|---|---|
| Based in | North Wales, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $143K across 4 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5930180 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tannhauser.financial |
| Profile |
How Sean's firm compares
- Tannhauser Financial's average account is about $36,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Sean
Is Sean Wieland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Tannhauser Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Tannhauser Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean Wieland based?
Sean Wieland is based in North Wales, Pennsylvania.
Is Sean Wieland registered with the SEC?
Yes. Sean Wieland is registered as an investment adviser representative in PA (CRD 5930180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tannhauser Financial manage?
Tannhauser Financial reports $143K across 4 accounts in assets under management.
How do I contact Sean Wieland?
Through Sean's website, www.tannhauser.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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