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WEATHERVANE ASSET MANAGEMENT LLC
CRD 312424File 801-120286
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$384.1M
Below cohort median (national)
Discretionary AUM
$384.1M
Clients
70
70 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 21, 2021
- Principal office
- 1 EAST BROWARD BLVD., SUITE 700, FORT LAUDERDALE, FL, 33301
- Phone
- 516-305-9438
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $384.1M
- Discretionary AUM
- $384.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 70
- Non-discretionary accounts
- 0
- Total accounts
- 70
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $3.2M |
| Pooled investment vehicles | 65 | $380.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11D5
- Q11E2
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.