Weiss Financial Group LLC
● SEC registered since 2011CRD 159331SEC# 801-72871Mahopac, NY
Reg. AUM
$90M
Employees
2
Accounts
249
Location
Mahopac, NY
Weiss Financial Group LLC assets under management
Weiss Financial Group LLC is a registered investment adviser overseen by the SEC based in Mahopac, NY. The firm has been registered since 2011. It reports $90 million in regulatory assets under management and employs 2 people.
Weiss Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith D Weiss Control | Chief Information Officer | 50-75% | 2011 |
| Scott G Weiss Control | Chief Compliance Officer | 50-75% | 2011 |
Frequently asked questions
How much does Weiss Financial Group LLC manage?
Weiss Financial Group LLC reports $90 million in regulatory assets under management on its Form ADV.
How many employees does Weiss Financial Group LLC have?
Weiss Financial Group LLC reports 2 employees.
Where is Weiss Financial Group LLC located?
Weiss Financial Group LLC is based in Mahopac, NY and has been SEC-registered since 2011.
Does Weiss Financial Group LLC disclose fund performance?
Weiss Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 704 Route 6, Mahopac, NY 10541 |
| Phone | 845-621-4700 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$90M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$90Mregulatory AUM
Discretionary $86.8MNon-discretionary $3.3M