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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Weiss Financial Group LLC
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|---|---|
| CRD # | 159331 |
| SEC # | 801-72871 |
| CIK # | |
| AUM | $76.2 M (2025-01-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-621-4700 |
| Address | 704 Route 6 Mahopac, NY 10541 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 28.6 |
| (b) Individuals (high net worth individuals) | 22 | 42.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 76.2 |
| By Discretionary | ||
| Discretionary | 245 | 75.3 |
| Non-Discretionary | 2 | 0.9 |
| Total | 247 | 76.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.2 | |
| Total | 247 | 76.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Pegasus Group LLC
✚
|
NJ | 0.1 |
|
Opportunus Wealth Management LLC
✚
|
0.1 | |
|
Revere Wealth Management LLC
✚
|
NY | 0.1 |
|
HTAA LLC
✚
|
IL | 0.1 |
|
Exceed Advisory LLC
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
V&V Management Group Corporation
✚
|
NY | 0.1 |
|
Grupp Financial LLC
✚
|
WY | 0.1 |
|
North Woods Asset Management LLC
✚
|
NY | 0.1 |