WEIS ADVISORY

Overview

Weis Advisory is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm targets individual and family clients, offering fee arrangements that include a percentage-of-AUM component and fixed fees. Its advisory practice centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. The firm is also registered as an accounting business, which suggests tax-aware planning and reporting are integrated into client advice. Investment activity is weighted toward traditional pooled vehicles — public funds and mutual funds represent the bulk of assets under management — but Weis Advisory supplements core allocations with third-party alternative managers. The adviser does not position itself as a capital allocator, instead sourcing external managers for hedge funds, managed futures, and real estate exposure. The firm is not identified as an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices