Weber Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$651,500,529
Clients
405
42% high-net worth
Advisors
1
of 8 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
405
Very HighAverage account size
$1,608,643
About
Weber Asset Management provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm manages about $651.5 million in client assets (as of December 31, 2025), typically requires a $250,000 account minimum, and supplies quarterly performance reports to clients.
Investment strategies are implemented through firm-developed model portfolios that primarily use Fidelity no‑load mutual funds, with other mutual funds or ETFs used when appropriate. Clients grant discretionary authority for trading, and the firm combines periodic reviews with research from an independent investment consultant that applies proprietary technical market analysis to inform portfolio‑level positioning.
The firm advertises its performance results and provides client performance reporting—practices that are relatively uncommon among similar firms. It also discloses a profit‑sharing arrangement with its external investment consultant and a promoter referral arrangement, and the brochure notes the firm routinely directs brokerage to a single custodian, which can affect execution and access to institutional services.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $100,000: 1.2% $100,001 - $500,000: 1.0% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.70%
Account minimum: $250,000
Main office location
Weber Asset Management, Inc.
3000 Marcus Ave, Suite 3 E10
Lake Success NY 11042, United States
Number of offices
1
Most active in
Weber Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · Washington
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.
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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.
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