RIA Intel›Advisers›Virginia›WEISERT INVESTMENT SERVICES, INC.

WEISERT INVESTMENT SERVICES, INC.

Advisory

VA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$50K

across 30 accounts

AUM per adviser

$751K

2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

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

14 clients

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

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