AdFi
WA

WEIS Advisory

SEC Registered
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
781

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Thomas Michael Weissenburger
PRESIDENT AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
IA
CliveHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#217517
SEC Number
801-123482
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEIS Advisory 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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WEIS Advisory in Clive, IA - Fees, Services & Advisors