RIA Intel›Advisers›Colorado›WEISERT WEALTH MANAGEMENT, LLC

WEISERT WEALTH MANAGEMENT, LLC

Advisory

CO

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CO

#632

of 720 advisers by AUM

Average account

$248K

across 244 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

69 clients

17 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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KOPPER INVESTMENT MANAGEMENT INC

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WEST SLOPE ADVISORY SERVICES LLC

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