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WEIS ADVISORY

WEIS ADVISORY, LLC

CRD 217517 · SEC 801-123482

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16400 SHERIDAN AVENUE, CLIVE, IA, 50325, United States

Phone

(888) 978-2082

Fax

(515) 978-2087

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$225.6M

Discretionary AUM

$213.2M

Team

9 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals585$86.3M
High net worth individuals131$139.3M

States served

IA, TX

All web addresses on file

Official SEC filing: View on IAPD