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Robert L. Weisman, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$0
About
Robert L. Weisman, LLC is an independent, single‑advisor registered investment adviser that manages a small roster of approximately 25 clients. The firm provides portfolio management for individual clients and reports charging fees as a percentage of assets under management.
The sole advisor performs investment supervisory services and manages client accounts directly, rather than through additional staff, as reflected in the firm's Form ADV. Services are delivered on a client‑by‑client basis, with the advisor responsible for account oversight and reporting.
The firm is notable for not serving individual (non‑HNW) clients, a client mix that is statistically uncommon among independent advisers and suggests its individual clients are concentrated at higher net‑worth levels or in estate/trust relationships. Coupled with a very small client roster and no additional employees, this creates a more concentrated operating model than many peers.
Client services
Financial planning
Portfolio management
Main office location
Robert L. Weisman, LLC
Chicago IL, United States
Number of offices
0
Most active in
Robert L. Weisman, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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