RIA Intel›Advisers›Tennessee›WEISE RISK ADVISORS, LLC

WEISE RISK ADVISORS, LLC

Advisory

BRENTWOOD, TN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TN

#327

of 380 advisers by AUM

Average account

$6M

across 10 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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