A complete list of active advisors currently associated with Robert L. Weisman, LLC
Warmer can help you find a great advisor at Robert L. Weisman, LLC or one who fits your needs even better.
Robert L. Weisman, LLC is an independent, single‑advisor registered investment adviser that manages a small roster of approximately 25 clients. The firm provides portfolio management for individual clients and reports charging fees as a percentage of assets under management. The sole advisor performs investment supervisory services and manages client accounts directly, rather than through additional staff, as reflected in the firm's Form ADV. Services are delivered on a client‑by‑client basis, with the advisor responsible for account oversight and reporting. The firm is notable for not serving individual (non‑HNW) clients, a client mix that is statistically uncommon among independent advisers and suggests its individual clients are concentrated at higher net‑worth levels or in estate/trust relationships. Coupled with a very small client roster and no additional employees, this creates a more concentrated operating model than many peers.
To learn more about the advisors currently working at Robert L. Weisman, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 18
|
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