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WEBER ASSET MANAGEMENT, INC.
CRD 106267 · SEC 801-42886
3000 MARCUS AVE, SUITE 3E10, LAKE SUCCESS, NY, 11042, United States
Phone
516-326-3299
Fax
516-326-3623
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$651.5M
Discretionary AUM
$651.5M
Team
8 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $91.9M |
| High net worth individuals | 169 | $559.6M |
States served
AZ, CA, GA, IL, LA, MD, MA, NE, NJ, NY, NC, PA, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD