WEATHERVANE ASSET MANAGEMENT LLC

1 East Broward Blvd.
Suite 700
Fort Lauderdale, Florida 33301
Tel: 516-305-9438

About WEATHERVANE ASSET MANAGEMENT LLC

WEATHERVANE ASSET MANAGEMENT LLC, formally registered with the SEC as WEATHERVANE ASSET MANAGEMENT LLC. The firm was established in 04/21/2021. They have over 2 offices throughout the country.

WEATHERVANE ASSET MANAGEMENT LLC is a Fort Lauderdale, Florida based Financial Planning firm with nearly $332,447,482 assets under management, offering retirement planning & investment advisory services to 70 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312424
SEC#	801-120286
Assets Managed by Firm	$332,447,482
No. of Clients	70
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	70	$332,447,482
High net worth individuals	5	$2,913,107

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