Eric J. Weigel

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CRD#: 2409486

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Jose Weigel was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2005. Eric had worked at 6 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

January 10, 2005 - April 10, 2007

LONGPOINT FINANCIAL PLANNING

RIA

CRD#: 132571

ACTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LITTLE HOUSE CAPITAL, LLC

BLUEDOOR PRIVATE WEALTH, LLC | LITTLE HOUSE CAPITAL, LLC

CRD#: 290070 / SEC#: 801-111981

RIA

Registered Investment Advisory firm - (11/2/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 10/13/1995

National Commodity Futures Examination

Current Firm

LITTLE HOUSE CAPITAL, LLC

BLUEDOOR PRIVATE WEALTH, LLC | LITTLE HOUSE CAPITAL, LLC

CRD#: 290070 / SEC#: 801-111981

RIA

Registered Investment Advisory firm - (11/2/2017 Approved)

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Contact information

Main Address

35 Braintree Hill Park #100, Braintree, MA 02184

Mailing Address

Phone number

(617) 545-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LHC PART 2A 3/27/2019 (3/17/2026)

Regulatory assets under management

Total Number of Accounts	722
AUM (Assets Under Management)	$ 675,245,909

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/13/2025	Cover Page	Report
12/17/2024	Cover Page	Report
08/10/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric J. Weigel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LITTLE HOUSE CAPITAL, LLC

INSIGHT FINANCIAL STRATEGISTS

GLOBAL FOCUS CAPITAL

ASPARI CAPITAL, LLC

ACCESSOR CAPITAL MANAGEMENT LP

LONGPOINT FINANCIAL PLANNING

Primary Firm SEC Registration

LITTLE HOUSE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2014

Series 3

Date: 10/13/1995

Current Firm

LITTLE HOUSE CAPITAL, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LITTLE HOUSE CAPITAL, LLC

TRUST BUT VERIFY

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