Weathervane Asset Management LLC
Weathervane Asset Management LLC is an SEC-registered asset manager in Fort Lauderdale, FL with $384.1M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Weathervane Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312424, SEC 801-120286, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $384.1M (2026-03-26)
- Firm type
- Asset Manager
- Location
- Fort Lauderdale, FL
- Employees
- 4
- Clients
- 70
- CRD
- 312424
- Ownership
- CHEN, KEVIN; MCKIE, PHILLIP, GEORGE; OTOYA, DANIEL, ORLANDO
How much AUM does Weathervane Asset Management LLC have?
Weathervane Asset Management LLC reported $384.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Weathervane Asset Management LLC?
Disclosed owners and executives of Weathervane Asset Management LLC include CHEN, KEVIN, MCKIE, PHILLIP, GEORGE, OTOYA, DANIEL, ORLANDO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.