RIA Intel›Advisers›Iowa›WEISS FINANCIAL GROUP, LLC

WEISS FINANCIAL GROUP, LLC

Advisory

IA

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

Average account

$90K

across 33 accounts

AUM per adviser

$3M

1 advisers

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

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

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

33 clients

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

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Advisers of similar size in IA

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

CAULDWELL FINANCIAL GROUP INC

WEST DES MOINES, IA

$3M

SECURITIES MANAGEMENT AND RESEARCH, INC.

$3M

BLACK MAMMOTH LLC

$2M

PIRA WEALTH MANAGEMENT LLC

$4M

INVESTAMERICA N.D. MANAGEMENT, INC.

CEDAR RAPIDS, IA

$2M

ALBA FINANCIAL LLC

COUNCIL BLUFFS, IA

$4M

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