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OBERWEIS ASSET MANAGEMENT INC
CRD 105471File 801-35657
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.06B
Top 25% of cohort (national)
Discretionary AUM
$5.06B
Non-discretionary $842K
Clients
92
110 accounts
Employees
31
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 1990
- Principal office
- 3333 WARRENVILLE ROAD, SUITE 500, LISLE, IL, 60532
- Phone
- 630-577-2300
- Website
- HTTP://WWW.OBERWEIS.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.06B
- Discretionary AUM
- $5.06B
- Non-discretionary AUM
- $842K
- Discretionary accounts
- 109
- Non-discretionary accounts
- 1
- Total accounts
- 110
- AUM per client
- $55.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $278.3M |
| Investment companies | 6 | $3.24B |
| Charitable organizations | Fewer than 5 | $33.3M |
| High net worth individuals | 36 | $49.9M |
| Pooled investment vehicles | 1 | $48.8M |
| State or municipal government entities | 7 | $1.40B |
| Individuals (other than high net worth individuals) | 30 | $14.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 108 | 92 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.