Weis Advisory
Weis Advisory is an SEC-registered mass-market adviser in Clive, IA with $225.6M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Weis Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 217517, SEC 801-123482, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $225.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Clive, IA
- Employees
- 9
- Clients
- 716
- CRD
- 217517
- Ownership
- WEISSENBURGER, THOMAS, MICHAEL
How much AUM does Weis Advisory have?
Weis Advisory reported $225.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Weis Advisory?
Disclosed owners and executives of Weis Advisory include WEISSENBURGER, THOMAS, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.