$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2019
- Office Locations
- 1
Office Locations
-- Johnston IA
About Weiss Financial Group, LLC
Weiss Financial Group, LLC is an Iowa-based RIA focused on personalized retirement planning. Services include advanced income “paycheck” planning with attention to tax efficiency, asset location and distribution order, plus holistic guidance around estate planning, probate, trusts and long-term care/Medicaid risks. Portfolio management is ETF-centric (majority of SMA assets) and can be custodied at Schwab.
Team overview
44 AVG AGE
$3.0M AVG AUM / ADVISOR
$87.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES MERLE WEISS
Managing Member, Retirement Specialist
- CRD
- #4505490
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,986,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,986,279 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing