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| Happy Holidays!! thanks for using AUM13F!! |
| Weber Asset Management Inc
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| CRD # | 106267 |
| SEC # | 801-42886 |
| CIK # | |
| AUM | $582.9 M (2025-01-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 516-326-3299 |
| Address | 1983 Marcus Ave Lake Success, NY 11042 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 131.5 |
| (b) Individuals (high net worth individuals) | 117 | 451.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 582.9 |
| By Discretionary | ||
| Discretionary | 743 | 582.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 743 | 582.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.9 | |
| Total | 743 | 582.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gerber LLC
✚
|
OH | 0.6 |
|
VSM Wealth Advisory LLC
✚
|
MD | 0.6 |
|
Satis Asset Management Ltd
✚
|
0.6 | |
|
Dream Capital Advisors LLC
✚
|
IL | 0.6 |
|
Elevation Wealth Partners LLC
✚
|
CA | 0.6 |
|
Encompass More Asset Management LLC
✚
|
CA | 0.6 |
|
ACT Two Investors LLC
✚
|
0.6 | |
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
McGowan & Co LLP
✚
|
PA | 0.6 |