Oberweis Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Lisle, IL. Its latest Form ADV filing, dated March 31, 2026, reports $5.1B in regulatory assets under management, 31 employee, and 110 accounts.
Assets Under Management
$5.1B
Employees
31
Offices
--
Total Clients
108
Primary office
LISLE, IL
3333 WARRENVILLE ROAD, SUITE 500, LISLE, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 33.3% of total clients.
Top client categories% of clientsClients
1
HNWI
33.3%
36
2
Individuals
27.8%
30
3
FAMILY MEMBER ACCOUNTS
14.8%
16
4
Corporations
11.1%
12
5
Government
6.5%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 31, 2026
Discretionary100.0%
$5.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$842K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.1B
Total Accounts110
10Y AUM Change+$2.3B (+81.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee3:1
10Y Employee Change+6 (+24.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.