Weis Advisory, LLC
● SEC registered since 2022CRD 217517SEC# 801-123482Clive, IA
Reg. AUM
$225.6M
Employees
9
Accounts
781
Location
Clive, IA
Weis Advisory, LLC assets under management
Weis Advisory, LLC is an investment advisory firm registered with the SEC based in Clive, IA. The firm has been registered since 2022. It reports $225.6 million in regulatory assets under management and employs 9 people.
Weis Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Michael Weissenburger Control | President And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Weis Advisory, LLC manage?
Weis Advisory, LLC reports $225.6 million in regulatory assets under management on its Form ADV.
How many employees does Weis Advisory, LLC have?
Weis Advisory, LLC reports 9 employees.
Where is Weis Advisory, LLC located?
Weis Advisory, LLC is based in Clive, IA and has been SEC-registered since 2022.
Does Weis Advisory, LLC disclose fund performance?
Weis Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16400 Sheridan Avenue, Clive, IA 50325 |
| Phone | (888) 978-2082 |
| Fax | (515) 978-2087 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$225.6Mregulatory AUM
Discretionary $213.2MNon-discretionary $12.4M