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WEBER ASSET MANAGEMENT, INC.

LAKE SUCCESS, NY · CRD 106267 · IAPD ↗ · weberasset.com · 516-326-3299

$651.5MRegulatory AUM
7Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — WEBER ASSET MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — WEBER ASSET MANAGEMENT, INC. now reports custody of client assets ($153.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
December 2025 — WEBER ASSET MANAGEMENT, INC. notice-filed in AZ, CA, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, PA, SC, TX, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — WEBER ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($473.1M -> $582.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.