Overview
Assets Under Management: $90 million
Headquarters: MAHOPAC, NY
High-Net-Worth Clients: 31
Average Client Assets: $1.9 million
Frequently Asked Questions
WEISS FINANCIAL GROUP LLC 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 #159331), WEISS FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
WEISS FINANCIAL GROUP LLC is headquartered in MAHOPAC, NY.
WEISS FINANCIAL GROUP LLC serves 31 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, WEISS FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEISS FINANCIAL GROUP LLC manages $90 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, WEISS FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.35%
Average Client Assets: $1.9 million
Total Client Accounts: 249
Discretionary Accounts: 246
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 159331
Filing ID: 2044373
Last Filing Date: 2026-01-27 05:48:31