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WEBER ASSET MANAGEMENT, INC.
CRD 106267File 801-42886
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$651.5M
Above cohort median (national)
Discretionary AUM
$651.5M
Clients
405
737 accounts
Employees
8
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 12, 1993
- Principal office
- 3000 MARCUS AVE, SUITE 3E10, LAKE SUCCESS, NY, 11042
- Phone
- 516-326-3299
- Website
- https://WWW.WEBERASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $651.5M
- Discretionary AUM
- $651.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 737
- Non-discretionary accounts
- 0
- Total accounts
- 737
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 169 | $559.6M |
| Individuals (other than high net worth individuals) | 236 | $91.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 344 | 405 | increased by61 |
| Apr 1, 2026 | AUM | $582,864,552 | $651,500,529 | increased by$68,635,977 |
| Apr 1, 2026 | Accounts | 743 | 737 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 345 | 344 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $534,269,297 | $582,864,552 | increased by$48,595,255 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 702 | 743 | increased by41 |
| Feb 1, 2022 | AUM | $445,314,132 | $534,269,297 | increased by$88,955,165 |
| Feb 1, 2022 | Accounts | 648 | 702 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEBER ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEBER ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.