WEIS ADVISORY

Legal name: WEIS ADVISORY, LLC

CRD 217517File 801-123482

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$225.6M

Below cohort median (national)

Discretionary AUM

$213.2M

Non-discretionary $12.4M

Clients

716

781 accounts

Employees

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
Website: https://www.facebook.com/TeamWIFP/?__tn__=%2Cd%2CP-R&eid=ARBcqreRHcnZ1sfWoOf6K8UEM3feMg93oxuNytaQbUp4eL92xsIpRB-mS-136KC8aTg5ilp

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.