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WEATHERVANE ASSET MANAGEMENT LLC
CRD 312424 · SEC 801-120286
1 EAST BROWARD BLVD., SUITE 700, FORT LAUDERDALE, FL, 33301, United States
Phone
516-305-9438
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$384.1M
Discretionary AUM
$384.1M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $3.2M |
| Pooled investment vehicles | 65 | $380.9M |
States served
CA, NJ, NY, VA, TX, NH, FL
Official SEC filing: View on IAPD