WEISS FINANCIAL ADVISORS, LLC

WEISS FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 173233). Regulatory assets under management: $12.3M.

Registration

• CRD: 173233
• Type: Registered investment adviser
• Phone: (857) 999-8116
• Latest filing: 2026-02-26
• Regulatory AUM: $12.3M
• Non-discretionary AUM: $12.3M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173233 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search