$651.5M Total AUM
$651.5M Disc. AUM
15.6% 3Y CAGR
8 Employees
405 ADV. Clients
39 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-1986
- Office Locations
- 1
Office Locations
3000 Marcus AVE Suite 3e10 Lake Success NY
About Weber Asset Management, Inc.
Weber Asset Management is a boutique, multi-generational fiduciary RIA delivering customized financial planning and investment management for pre-retirees, families, and young professionals. The firm pairs growth-oriented portfolio strategies with retirement, cash-flow, wealth transfer/estate, and charitable planning, and supports clients through Fidelity/NFS custody.
Team overview
-- AVG AGE
$93.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
25.5 yrs AVG TENURE
8 Employees
7 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Technology
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Owner & Executives
K
KEN WEBER
Chief Executive Officer, FOUNDER, President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JENNIFER LEGUM WEBER
President
- CRD
- #5196381
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $651,500,529 | $883,990 |
| Non-Discretionary | $0 | -- |
| Total | $651,500,529 | $883,990 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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