|
⚲
|
| Weis Advisory LLC
✚
| |
|---|---|
| CRD # | 217517 |
| SEC # | 801-123482 |
| CIK # | |
| AUM | $157.6 MM (2024-02-23) |
| Employees | 9 (44% Investors, 44% Brokers) |
| Phone | 888-978-2082 |
| Address | 16400 Sheridan Avenue Clive, IA 50325 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 64.4 |
| (b) Individuals (high net worth individuals) | 92 | 93.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 586 | 157.6 |
| By Discretionary | ||
| Discretionary | 538 | 146.8 |
| Non-Discretionary | 48 | 10.8 |
| Total | 586 | 157.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.6 | |
| Total | 586 | 157.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beacon Capital LLC
✚
|
IA | 0.2 |
|
Forteris Wealth Management Inc
✚
|
NY | 0.2 |
|
Winning Points Advisors LLC
✚
|
FL | 0.2 |
|
JK Financial Inc
✚
|
TX | 0.2 |
|
Whalen Wealth Management Inc
✚
|
NV | 0.2 |
|
TTG Financial Inc
✚
|
OH | 0.2 |
|
Milestone Asset Management Group LLC
✚
|
CT | 0.2 |
|
Genter Advisors LLC
✚
|
CA | 0.2 |
|
Southern Capital Services Inc
✚
|
AL | 0.2 |
|
MCS Financial Advisors LLC
✚
|
OR | 0.2 |