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WEATHERVANE ASSET MANAGEMENT LLC

FORT LAUDERDALE, FL · CRD 312424 · IAPD ↗ · 516-305-9438

$384.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
65Private funds
7States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — WEATHERVANE ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — WEATHERVANE ASSET MANAGEMENT LLC reported RAUM up 48% ($260.3M -> $384.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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