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WEIS ADVISORY
Legal name: WEIS ADVISORY, LLC
CRD 217517File 801-123482
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$225.6M
Below cohort median (national)
Discretionary AUM
$213.2M
Non-discretionary $12.4M
Clients
716
781 accounts
Employees
9
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 18, 2022
- Principal office
- 16400 SHERIDAN AVENUE, CLIVE, IA, 50325
- Phone
- (888) 978-2082
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $225.6M
- Discretionary AUM
- $213.2M
- Non-discretionary AUM
- $12.4M
- Discretionary accounts
- 767
- Non-discretionary accounts
- 14
- Total accounts
- 781
- AUM per client
- $315K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 131 | $139.3M |
| Individuals (other than high net worth individuals) | 585 | $86.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 684 | 716 | increased by32 |
| Apr 1, 2026 | AUM | $187,907,311 | $225,636,308 | increased by$37,728,997 |
| Apr 1, 2026 | Accounts | 684 | 781 | increased by97 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 419 | 684 | increased by265 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $115,789,030 | $187,907,311 | increased by$72,118,281 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 464 | 684 | increased by220 |
| Jun 1, 2022 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEIS ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEIS ADVISORY” 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.