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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2014
- Office Locations
- 1
Office Locations
About Weiss Financial Advisors, LLC
Weiss Financial Advisors, LLC is a Cambridge, MA RIA providing personalized financial planning for individuals and entrepreneurs, including retirement, estate, insurance, and tax planning, plus portfolio construction. Portfolios follow an asset-allocation approach using public funds such as mutual funds and ETFs, complemented by high-quality bonds and cash. Founder-led by Wendy Arlene Weiss; custody reported at Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
WENDY ARLENE WEISS
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4435969
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,276,369 | -- |
| Total | $12,276,369 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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