WEIS ADVISORY, LLC
Legal name: WEIS ADVISORY
CRD #217517 SEC #801-123482 CLIVE, IA (888) 978-2082
SEC Registered
Total AUM
$187.9M
Discretionary
$179.3M
Employees
9
Clients
101
Accounts
684
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $187.9M | $179.3M | $8.6M | 9 | 0 |
| Feb 2024 | $157.6M | $146.8M | $10.8M | 9 | 0 |
| Mar 2023 | $143.7M | $129.7M | $14M | 9 | 0 |
| May 2022 | $115.8M | $100.1M | $15.7M | 9 | 0 |
| May 2022 | $115.8M | $100.1M | $15.7M | 7 | 0 |
| Feb 2022 | $115.8M | $100.1M | $15.7M | 7 | 0 |
DateMar 2025
Total AUM$187.9M
Discretionary$179.3M
Non-Disc.$8.6M
Employees9
Clients0
DateFeb 2024
Total AUM$157.6M
Discretionary$146.8M
Non-Disc.$10.8M
Employees9
Clients0
DateMar 2023
Total AUM$143.7M
Discretionary$129.7M
Non-Disc.$14M
Employees9
Clients0
DateMay 2022
Total AUM$115.8M
Discretionary$100.1M
Non-Disc.$15.7M
Employees9
Clients0
DateMay 2022
Total AUM$115.8M
Discretionary$100.1M
Non-Disc.$15.7M
Employees7
Clients0
DateFeb 2022
Total AUM$115.8M
Discretionary$100.1M
Non-Disc.$15.7M
Employees7
Clients0