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CANTERBURY TOLLGATE
WEISE RISK ADVISORS, LLC
CRD 297830
1616 WESTGATE CIRCLE, STE 202, BRENTWOOD, TN, 37027, United States
Phone
615-788-2823
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$57.2M
Discretionary AUM
$57.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $50.4M |
| Pooled investment vehicles | 1 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD