WEISERT INVESTMENT SERVICES, INC.

WEISERT INVESTMENT SERVICES, INC. is an SEC-registered investment adviser (CRD 111670). Regulatory assets under management: $1.5M.

Registration

• CRD: 111670
• Type: Registered investment adviser
• Phone: 757-636-0632
• Latest filing: 2026-03-16
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 2
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111670 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search