|
⚲
|
| Weber Global Management Inc
✚
|
|
|---|---|
| CRD # | 290134 |
| SEC # | 801-119042 |
| CIK # | |
| AUM | $85.0 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 385-368-7690 |
| Address | 2500 N 900 W Logan, UT 84321 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 9.8 |
| (b) Individuals (high net worth individuals) | 167 | 92.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 286 | 116.6 |
| By Discretionary | ||
| Discretionary | 286 | 116.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 286 | 116.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.3 | |
| United States Persons | 106.3 | |
| Total | 286 | 116.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AG Global Advisors LLC
✚
|
AZ | 0.1 |
|
GEA Sphere LLC
✚
|
RI | 0.1 |
|
Roumell Asset Management LLC
✚
|
MD | 0.1 |
|
Red Oak Capital Management Inc
✚
|
IL | 0.1 |
|
Burnham & Company LLC
✚
|
MI | 0.1 |
|
Ancora West Advisors LLC
✚
|
NV | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Capital Management Consultants Inc
✚
|
IL | 0.1 |
|
Clearview Investment Partners LLC
✚
|
CA | 0.1 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.1 |