| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Michael Weissenburger Control | President And Chief Compliance Officer | Over 75% | 2015 |
Weis Advisory, LLC reports $187.9 million in regulatory assets under management on its Form ADV.
Weis Advisory, LLC reports 9 employees.
Weis Advisory, LLC is based in Clive, IA and has been SEC-registered since 2022.
Weis Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16400 Sheridan Avenue, Clive, IA 50325 |
| Phone | (888) 978-2082 |
| Fax | (515) 978-2087 |
| Office hours | 5-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $179.3M |
| Non-discretionary | $8.6M |
| Total (RAUM) | $187.9M |