WEIS ADVISORY, LLC
Doing business as WEIS ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$225,636,308
Discretionary
$213,214,737
Non-discretionary
$12,421,571
Firm details
- CRD number
- 217517
- SEC file number
- 801-123482
- Main office
- CLIVE, IA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.