RIA Intel›Advisers›Arizona›WEISS, LISBETH KAY

WEISS, LISBETH KAY

Advisory

AZ

Data as of Jun 9, 2021 · Source: SEC Form ADV

Average account

$170K

across 53 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2021.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InAZ, MN

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

20 clients

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

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