Weis Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clive, IA. Its latest Form ADV filing, dated March 31, 2026, reports $226M in regulatory assets under management, 9 employees, and 781 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
585
2
HNWI
18.3%
131
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 31, 2026
Discretionary94.5%
$213M
94% of total RAUM94.5%
Non-discretionary5.5%
$12M
6% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$226M
Total Accounts781
10Y AUM Change+$110M (+94.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee80:1
10Y Employee Change+2 (+28.6%)
* 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.