# WEBER ASSET MANAGEMENT, INC.

WEBER ASSET MANAGEMENT, INC. of LAKE SUCCESS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 106267
- Type: SEC-registered investment adviser
- SEC file number: 801-42886
- Location: 3000 MARCUS AVE, SUITE 3E10, LAKE SUCCESS, NY, 11042
- Phone: 516-326-3299
- Latest filing: 2026-03-30
- Regulatory AUM: $651.5M
- Discretionary AUM: $651.5M
- Clients: 8
- Accounts: 737

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Ken Weber | FOUNDER AND CEO; PRESIDENT | — |
| Stuart E Markowitz | CHIEF COMPLIANCE OFFICER | — |
| Kathleen M Daly | VICE PRESIDENT | — |
| Jennifer Legum Weber | FINANCIAL PLANNER; PRESIDENT | — |
| WEBER KEN | PRESIDENT | — |
| MARKOWITZ STUART E | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| DALY KATHLEEN M | VICE PRESIDENT | — |
| WEBER JENNIFER LEGUM | FINANCIAL PLANNER; SENIOR FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106267/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106267/similar
- Related entities: https://search.stillhousedata.com/firm/106267/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106267

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.