WEIS ADVISORY

16400 Sheridan Avenue
Clive, Iowa 50325
Tel: (888) 978-2082

About WEIS ADVISORY

WEIS ADVISORY, formally registered with the SEC as WEIS ADVISORY. The firm was established in 03/18/2022. They have over 1 offices throughout the country.

WEIS ADVISORY is a Clive, Iowa based Financial Planning firm with nearly $157,637,425 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	217517
SEC#	801-123482
Assets Managed by Firm	$157,637,425
No. of Clients	586
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	586	$157,637,425
Individuals (other than high net worth individuals)	447	$64,406,850
High net worth individuals	92	$93,230,575

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