Weis Advisory LLC

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Assets, Funds, Holdings

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Weis Advisory LLC
CRD #217517
SEC #801-123482
CIK #
AUM 225.6 M (2026-03-31)
Employees 9 (44% Investors, 44% Brokers)
Phone888-978-2082
Address16400 Sheridan Avenue
Clive, IA 50325
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 585 86.3
(b) Individuals (high net worth individuals) 131 139.3
(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 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 781 225.6
By Discretionary
Discretionary 767 213.2
Non-Discretionary 14 12.4
Total 781 225.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 225.6
Total 781 225.6
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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