WEISS FINANCIAL GROUP LLC
CRD #159331 SEC #801-72871 MAHOPAC, NY 845-621-4700
SEC Registered
Total AUM
$76.2M
Discretionary
$75.3M
Employees
2
Clients
10
Accounts
247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $76.2M | $75.3M | $856K | 2 | 0 |
| Mar 2024 | $67.7M | $64.7M | $3M | 2 | 0 |
| Feb 2024 | $67.7M | $64.7M | $3M | 2 | 0 |
| Jan 2024 | $61.2M | $60.4M | $850K | 2 | 2 |
| Dec 2023 | $61.2M | $60.4M | $850K | 2 | 2 |
| Sep 2023 | $61.2M | $60.4M | $850K | 2 | 2 |
| Apr 2023 | $61.2M | $60.4M | $850K | 2 | 2 |
| Mar 2023 | $61.2M | $60.4M | $850K | 2 | 2 |
| Feb 2023 | $61.2M | $60.4M | $850K | 2 | 2 |
| Feb 2022 | $77.1M | $77.1M | $0 | 2 | 0 |
| Oct 2021 | $73.3M | $73.3M | $0 | 2 | 0 |
| Sep 2021 | $73.3M | $73.3M | $0 | 2 | 0 |
| Feb 2021 | $73.3M | $73.3M | $0 | 2 | 0 |
| Jan 2021 | $62.6M | $62.6M | $0 | 2 | 4 |
| Apr 2020 | $62.6M | $62.6M | $0 | 2 | 4 |
| Apr 2020 | $62.6M | $62.6M | $0 | 2 | 4 |
| Feb 2020 | $62.6M | $62.6M | $0 | 2 | 4 |
| Jan 2020 | $62.6M | $62.6M | $0 | 2 | 4 |
| Nov 2019 | $53.4M | $53.4M | $0 | 2 | 0 |
| Oct 2019 | $53.4M | $53.4M | $0 | 2 | 0 |
| Oct 2019 | $53.4M | $53.4M | $0 | 2 | 0 |
| Aug 2019 | $53.4M | $53.4M | $0 | 2 | 0 |
| Mar 2019 | $53.4M | $53.4M | $0 | 2 | 0 |
| Jan 2019 | $53.4M | $53.4M | $0 | 2 | 0 |
| Nov 2018 | $56.6M | $56.6M | $0 | 2 | 0 |
| Oct 2018 | $56.6M | $56.6M | $0 | 2 | 0 |
| Sep 2018 | $56.6M | $56.6M | $0 | 3 | 0 |
| Sep 2018 | $56.6M | $56.6M | $0 | 3 | 0 |
| Jun 2018 | $56.6M | $56.6M | $0 | 3 | 0 |
| Mar 2018 | $56.6M | $56.6M | $0 | 3 | 0 |
| Sep 2017 | $46.6M | $46.6M | $0 | 3 | 124 |
| Apr 2017 | $46.6M | $46.6M | $0 | 3 | 124 |
| Apr 2017 | $46.6M | $46.6M | $0 | 3 | 124 |
| Mar 2017 | $46.6M | $46.6M | $0 | 3 | 124 |
| Oct 2016 | $44.2M | $43.7M | $451K | 3 | 122 |
| Aug 2016 | $44.2M | $43.7M | $451K | 3 | 122 |
| Jul 2016 | $44.2M | $43.7M | $451K | 3 | 122 |
| Mar 2016 | $44.2M | $43.7M | $451K | 3 | 122 |
| Mar 2016 | $44.2M | $43.7M | $451K | 3 | 122 |
| Feb 2016 | $44.2M | $43.7M | $451K | 3 | 122 |
| Jan 2016 | $50.1M | $49.5M | $600K | 3 | 114 |
| Nov 2015 | $50.1M | $49.5M | $600K | 3 | 114 |
| Apr 2015 | $50.1M | $49.5M | $600K | 3 | 114 |
| Feb 2015 | $50.1M | $49.5M | $600K | 3 | 114 |
| Jun 2014 | $41.8M | $41.4M | $400K | 3 | 26 |
| Jun 2014 | $41.8M | $41.4M | $400K | 3 | 26 |
| Feb 2014 | $41.8M | $41.4M | $400K | 3 | 26 |
| Apr 2013 | $35M | $35M | $0 | 3 | 142 |
| Mar 2013 | $35M | $35M | $0 | 3 | 142 |
| Feb 2013 | $35.8M | $33.5M | $2.3M | 3 | 300 |
| Dec 2012 | $35.8M | $33.5M | $2.3M | 3 | 300 |
| Oct 2012 | $35.8M | $33.5M | $2.3M | 1 | 300 |
| May 2012 | $0 | $0 | $0 | 1 | 0 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$76.2M
Discretionary$75.3M
Non-Disc.$856K
Employees2
Clients0
DateMar 2024
Total AUM$67.7M
Discretionary$64.7M
Non-Disc.$3M
Employees2
Clients0
DateFeb 2024
Total AUM$67.7M
Discretionary$64.7M
Non-Disc.$3M
Employees2
Clients0
DateJan 2024
Total AUM$61.2M
Discretionary$60.4M
Non-Disc.$850K
Employees2
Clients2
DateDec 2023
Total AUM$61.2M
Discretionary$60.4M
Non-Disc.$850K
Employees2
Clients2
DateSep 2023
Total AUM$61.2M
Discretionary$60.4M
Non-Disc.$850K
Employees2
Clients2
DateApr 2023
Total AUM$61.2M
Discretionary$60.4M
Non-Disc.$850K
Employees2
Clients2
DateMar 2023
Total AUM$61.2M
Discretionary$60.4M
Non-Disc.$850K
Employees2
Clients2
DateFeb 2023
Total AUM$61.2M
Discretionary$60.4M
Non-Disc.$850K
Employees2
Clients2
DateFeb 2022
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees2
Clients4
DateApr 2020
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees2
Clients4
DateApr 2020
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees2
Clients4
DateFeb 2020
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees2
Clients4
DateJan 2020
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees2
Clients4
DateNov 2019
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees3
Clients124
DateApr 2017
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees3
Clients124
DateApr 2017
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees3
Clients124
DateMar 2017
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees3
Clients124
DateOct 2016
Total AUM$44.2M
Discretionary$43.7M
Non-Disc.$451K
Employees3
Clients122
DateAug 2016
Total AUM$44.2M
Discretionary$43.7M
Non-Disc.$451K
Employees3
Clients122
DateJul 2016
Total AUM$44.2M
Discretionary$43.7M
Non-Disc.$451K
Employees3
Clients122
DateMar 2016
Total AUM$44.2M
Discretionary$43.7M
Non-Disc.$451K
Employees3
Clients122
DateMar 2016
Total AUM$44.2M
Discretionary$43.7M
Non-Disc.$451K
Employees3
Clients122
DateFeb 2016
Total AUM$44.2M
Discretionary$43.7M
Non-Disc.$451K
Employees3
Clients122
DateJan 2016
Total AUM$50.1M
Discretionary$49.5M
Non-Disc.$600K
Employees3
Clients114
DateNov 2015
Total AUM$50.1M
Discretionary$49.5M
Non-Disc.$600K
Employees3
Clients114
DateApr 2015
Total AUM$50.1M
Discretionary$49.5M
Non-Disc.$600K
Employees3
Clients114
DateFeb 2015
Total AUM$50.1M
Discretionary$49.5M
Non-Disc.$600K
Employees3
Clients114
DateJun 2014
Total AUM$41.8M
Discretionary$41.4M
Non-Disc.$400K
Employees3
Clients26
DateJun 2014
Total AUM$41.8M
Discretionary$41.4M
Non-Disc.$400K
Employees3
Clients26
DateFeb 2014
Total AUM$41.8M
Discretionary$41.4M
Non-Disc.$400K
Employees3
Clients26
DateApr 2013
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees3
Clients142
DateMar 2013
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees3
Clients142
DateFeb 2013
Total AUM$35.8M
Discretionary$33.5M
Non-Disc.$2.3M
Employees3
Clients300
DateDec 2012
Total AUM$35.8M
Discretionary$33.5M
Non-Disc.$2.3M
Employees3
Clients300
DateOct 2012
Total AUM$35.8M
Discretionary$33.5M
Non-Disc.$2.3M
Employees1
Clients300
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--