Weiss Financial Group LLC
Weiss Financial Group LLC is an SEC-registered mass-market adviser in Mahopac, NY with $90.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Weiss Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159331, SEC 801-72871, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $90.0M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Mahopac, NY
- Employees
- 2
- Clients
- 109
- CRD
- 159331
- Ownership
- WEISS, SCOTT, G; WEISS, KEITH, D
How much AUM does Weiss Financial Group LLC have?
Weiss Financial Group LLC reported $90.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Weiss Financial Group LLC?
Disclosed owners and executives of Weiss Financial Group LLC include WEISS, SCOTT, G, WEISS, KEITH, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.