WEISS FINANCIAL GROUP, LLC

WEISS FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 301501). Regulatory assets under management: $3.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 301501
• Type: Registered investment adviser
• Phone: 515-779-0674
• Latest filing: 2026-03-31
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 2
• Accounts: 33

Business model

Compensation: % of AUM, Hourly.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301501 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search