LAKE SUCCESS, NYCRD 106267Latest ADV March 30, 2026
Weber Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Success, NY. Its latest Form ADV filing, dated March 30, 2026, reports $652M in regulatory assets under management, 8 employees, and 737 accounts.
Assets Under Management
$652M
Employees
8
Offices
--
Total Clients
405
Primary office
LAKE SUCCESS, NY
3000 MARCUS AVE, SUITE 3E10, LAKE SUCCESS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
236
2
HNWI
41.7%
169
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$652Mas of March 30, 2026
Discretionary100.0%
$652M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$652M
Total Accounts737
10Y AUM Change+$318M (+95.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee51:1
10Y Employee Change+3 (+60.0%)
* 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.