FORT LAUDERDALE, FLCRD 312424Latest ADV March 26, 2026
Weathervane Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 26, 2026, reports $384M in regulatory assets under management, 4 employees, 1 office, and 70 accounts.
Assets Under Management
$384M
Employees
4
Offices
1 office
Total Clients
70
Primary office
FORT LAUDERDALE, FL
1 EAST BROWARD BLVD., SUITE 700, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 92.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
92.9%
65
2
HNWI
7.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$384Mas of March 26, 2026
Discretionary100.0%
$384M
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.
Total AUM$384M
Total Accounts70
10Y AUM Change+$384M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee18:1
10Y Employee Change+3 (+300.0%)
* 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.