CRD: 111670
Weisert Investment Services, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-2004
- Office Locations
- 1
Office Locations
About Weisert Investment Services, Inc.
Weisert Investment Services, Inc. is a Virginia Beach, VA boutique RIA providing financial planning and risk-managed investment management for clients focused on long-term wealth accumulation and retirement preservation. The firm emphasizes sector selection based on performance rankings and market trends, aiming to participate in bull markets while working to minimize losses in bear markets. Founded in 2004; retail-focused.
Team overview
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Owner & Executives
ROY EDWARD WEISERT
Investment Advisor, President
- CRD
- #2255515
- Ownership
- 75% or more
Maegan Clare Cahoon
Owner, VICE PRESIDENT
- CRD
- #6645864
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,501,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,501,890 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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