WEBER ASSET MANAGEMENT, INC.

Overview

Weber Asset Management, Inc. is an independent registered investment adviser that has provided fee-based wealth management since 1993. The firm is owner-operated and focuses on individuals and families, delivering financial planning and portfolio management for individuals and small business owners. Their investment posture tilts strongly toward equities, with a clear preference for non-exchange-traded equity exposures held in managed accounts. Weber charges a percentage-of-assets fee and does not operate as a capital allocator or pension consultant. The firm reports it is not an active ESG investor and is organized to serve clients largely within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices