Weber Asset Management, Inc.
● SEC registered since 1993CRD 106267SEC# 801-42886Lake Success, NY
Reg. AUM
$651.5M
Employees
8
Accounts
737
Location
Lake Success, NY
Weber Asset Management, Inc. assets under management
Weber Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Lake Success, NY. The firm has been registered since 1993. It reports $651.5 million in regulatory assets under management and employs 8 people.
Weber Asset Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Legum Weber Control | President | 25-50% | 2018 |
| Kathleen M Daly | Vice President | Under 5% | 1986 |
| Ken Weber Control | Founder And Ceo | 50-75% | 1992 |
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Join to unlock · $37/moFrequently asked questions
How much does Weber Asset Management, Inc. manage?
Weber Asset Management, Inc. reports $651.5 million in regulatory assets under management on its Form ADV.
How many employees does Weber Asset Management, Inc. have?
Weber Asset Management, Inc. reports 8 employees.
Where is Weber Asset Management, Inc. located?
Weber Asset Management, Inc. is based in Lake Success, NY and has been SEC-registered since 1993.
Does Weber Asset Management, Inc. disclose fund performance?
Weber Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Marcus Ave, Suite 3e10, Lake Success, NY 11042 |
| Phone | 516-326-3299 |
| Fax | 516-326-3623 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$651.5M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$651.5Mregulatory AUM
Discretionary $651.5M