WEIS ADVISORY, LLC

WEIS ADVISORY, LLC of CLIVE, IA is an SEC-registered investment adviser (CRD 217517). Regulatory assets under management: $225.6M.

Registration

• CRD: 217517
• SEC file number: 801-123482
• Type: Registered investment adviser
• Location: 16400 SHERIDAN AVENUE, CLIVE, IA, 50325
• Phone: (888) 978-2082
• Latest filing: 2026-03-31
• Regulatory AUM: $225.6M
• Discretionary AUM: $213.2M
• Non-discretionary AUM: $12.4M
• Clients: 9
• Accounts: 781

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 217517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search