Overview
Assets Under Management: $226 million
Headquarters: CLIVE, IA
High-Net-Worth Clients: 131
Average Client Assets: $1.1 million
Frequently Asked Questions
WEIS ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #217517), WEIS ADVISORY is subject to fiduciary duty under federal law.
WEIS ADVISORY is headquartered in CLIVE, IA.
WEIS ADVISORY serves 131 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WEIS ADVISORY offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEIS ADVISORY manages $226 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WEIS ADVISORY serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.75%
Average Client Assets: $1.1 million
Total Client Accounts: 781
Discretionary Accounts: 767
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 217517
Filing ID: 2088858
Last Filing Date: 2026-03-31 10:58:43