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WEISS FINANCIAL GROUP LLC
CRD 159331 · SEC 801-72871
704 ROUTE 6, MAHOPAC, NY, 10541, United States
Phone
845-621-4700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.0M
Discretionary AUM
$86.8M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $22.6M |
| High net worth individuals | 31 | $58.8M |
| Pension/profit sharing plans | 3 | $8.5M |
| Corporations/business entities | 1 | $102K |
States served
NY, TX, CT
All web addresses on file
- HTTPS://WWW.YELP.COM/BIZ/WEISS-FINANCIAL-GROUP-MAHOPAC
- https://monkeybizness.blog/
- HTTPS://WWW.MAHOPACMONEY.COM
- HTTPS://WWW.LINKEDIN.COM/IN/KEITHDWEISS/
- HTTPS://WWW.LINKEDIN.COM/IN/SCOTTGWEISS/
- HTTPS://TWITTER.COM/_SCOTTGWEISS
- HTTPS://WWW.FACEBOOK.COM/WEISSFINANCIALGROUP
- HTTPS://TWITTER.COM/KEYTHWEISS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEISS-FINANCIAL-GROUP
- HTTPS://WWW.INSTAGRAM.COM/KEYTH.WEISS/
- HTTPS://WWW.FACEBOOK.COM/SCOTT.WEISS.779
- HTTPS://WWW.FACEBOOK.COM/KEYTH.WEISS
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCP1KEQTX4DAW6M6H0VMGPKG
Official SEC filing: View on IAPD