# Weisert Investment Services, Inc.

> Weisert Investment Services, Inc. is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 111670
- Filed as: WEISERT INVESTMENT SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111670
- AdvisorCensus page: https://advisorcensus.com/firm/weisert-investment-services-inc-111670

## Quick answers

**How is Weisert Investment Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Weisert Investment Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical).

**Is Weisert Investment Services, Inc. registered with the SEC or a state?**
Weisert Investment Services, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 111670.

**How much does Weisert Investment Services, Inc. manage?**
Weisert Investment Services, Inc. reports $1,501,890 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Weisert Investment Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Weisert Investment Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111670

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $1,501,890
- Discretionary: $1,501,890
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $1,501,890 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weisertinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weisert Investment Services, Inc. (CRD 111670): Form ADV filing data as of October 2026.