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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEISSENBURGER, THOMAS, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEISSENBURGER, THOMAS, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEISSENBURGER, THOMAS, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEISSENBURGER, THOMAS, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEISSENBURGER, THOMAS, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WEISSENBURGER, THOMAS, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
IA TX
Address
16400 SHERIDAN AVENUECLIVE, IA 50325
United States
Phone: (888) 978-2082