Weber Asset Management, Inc.
SEC RegisteredFinancial Success Isn't a Mystery
About the firm
Weber Asset Management is a boutique, multi-generational wealth management firm dedicated to helping clients achieve their financial goals through customized financial planning. As Fidelity Investment experts, they serve as a fiduciary and emphasize a personal, family-focused approach. Over the past 30 years, they have developed a passion for serving others with growth-oriented investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Cash Flow Planning, Wealth Transfer, Charitable Giving, Multi-Generational Planning, Education Planning, Risk Management, Investment Management, and Risk Assessment.
Who they serve
Pre-retirees, families, and young professionals who care about their families and want a partner to guide them through financial issues from the simple to the most complex.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 236 | $92M |
| High Net Worth Individuals | 169 | $560M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.20% |
| Next $400,000 | 1.00% |
| Next $500,000 | 0.80% |
| Over $1,000,000 | 0.70% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Weber Asset Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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