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WEISS ASSET MANAGEMENT

BOSTON, MA · CRD 155564 · IAPD ↗ · weissasset.com · 617-778-7780

$15.56BRegulatory AUM
64Advisory reps
139Employees
0Clients
n/aPlanning clients
2Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — WEISS ASSET MANAGEMENT reported RAUM up 45% ($10.73B -> $15.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2026 — WEISS ASSET MANAGEMENT grew from 56 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2025 — WEISS ASSET MANAGEMENT reported RAUM up 60% ($6.72B -> $10.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
January 2025 — WEISS ASSET MANAGEMENT grew from 48 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — WEISS ASSET MANAGEMENT grew from 40 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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