# Weber Asset Management, Inc.

> Weber Asset Management, Inc. is an SEC-registered investment advisory firm in Lake Success, NY, registered since 1993, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 106267
- Filed as: WEBER ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Success, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106267
- AdvisorCensus page: https://advisorcensus.com/firm/weber-asset-management-inc-lake-success-ny-106267

## Quick answers

**How is Weber Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Weber Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Weber Asset Management, Inc. located?**
Weber Asset Management, Inc.'s principal office is in Lake Success, NY, according to its Form ADV.

**Is Weber Asset Management, Inc. registered with the SEC or a state?**
Weber Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 106267.

**How much does Weber Asset Management, Inc. manage?**
Weber Asset Management, Inc. reports $651,500,529 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Weber Asset Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Weber Asset Management, Inc.: Regulatory assets under management: $445,314,132 in the October 2021 data and $651,500,529 in the October 2026 data, up 46%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Weber Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (169).

**Which custodians does Weber Asset Management, Inc. use?**
Weber Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Weber Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106267

**Does Weber Asset Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 28, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Weber Asset Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $582,864,552 to $651,500,529 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $651,500,529
- Discretionary: $651,500,529
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $91,947,149 |
| High net worth individuals | 169 | $559,553,380 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weberasset.com
- Facebook facebook.com
- LinkedIn @weber-asset-management
- YouTube @weberassetmanagement4768

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $445,314,132 | 6 | September 14, 2021 |
| October 2022 | $534,269,297 | 6 | February 4, 2022 |
| October 2023 | $421,574,039 | 6 | March 3, 2023 |
| October 2024 | $473,105,804 | 6 | February 16, 2024 |
| October 2025 | $582,864,552 | 6 | January 29, 2025 |
| October 2026 | $651,500,529 | 8 | March 30, 2026 |

Regulatory assets under management: $445,314,132 in the October 2021 data and $651,500,529 in the October 2026 data, up 46%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $582,864,552 to $651,500,529 (+12%).

### December 2025
- Registered or notice-filed in AZ, CA, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, PA, SC, TX, VA, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weber Asset Management, Inc. (CRD 106267): Form ADV filing data as of October 2026.