Weber Asset Management, Inc.
Weber Asset Management, Inc. is an SEC-registered wealth manager in Lake Success, NY with $651.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Weber Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106267, SEC 801-42886, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $651.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Lake Success, NY
- Employees
- 8
- Clients
- 405
- CRD
- 106267
- Ownership
- WEBER, KEN; MARKOWITZ, STUART, E; WEBER ASSET MANAGEMENT, INC.; WEBER, JENNIFER, LEGUM; DALY, KATHLEEN, M
How much AUM does Weber Asset Management, Inc. have?
Weber Asset Management, Inc. reported $651.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Weber Asset Management, Inc.?
Disclosed owners and executives of Weber Asset Management, Inc. include WEBER, KEN, MARKOWITZ, STUART, E, WEBER ASSET MANAGEMENT, INC., WEBER, JENNIFER, LEGUM, DALY, KATHLEEN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.