Weybosset Research & Management, LLC
Weybosset Research & Management, LLC is an SEC-registered wealth manager in Providence, RI with $340.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Weybosset Research & Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108047, SEC 801-57627, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $340.9M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Providence, RI
- Employees
- 3
- Clients
- 224
- CRD
- 108047
- Ownership
- LEWIS, FLA; DEUTSCH, JUSTIN, EDWARD; BIZIER, JEANNINE, MARIE; GALVIN, JEANNINE, MARIE
How much AUM does Weybosset Research & Management, LLC have?
Weybosset Research & Management, LLC reported $340.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Weybosset Research & Management, LLC?
Disclosed owners and executives of Weybosset Research & Management, LLC include LEWIS, FLA, DEUTSCH, JUSTIN, EDWARD, BIZIER, JEANNINE, MARIE, GALVIN, JEANNINE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.