A complete list of active advisors currently associated with Weber Asset Management, Inc.

Warmer can help you find a great advisor at Weber Asset Management, Inc. or one who fits your needs even better.

Weber Asset Management provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm manages about $651.5 million in client assets (as of December 31, 2025), typically requires a $250,000 account minimum, and supplies quarterly performance reports to clients. Investment strategies are implemented through firm-developed model portfolios that primarily use Fidelity no‑load mutual funds, with other mutual funds or ETFs used when appropriate. Clients grant discretionary authority for trading, and the firm combines periodic reviews with research from an independent investment consultant that applies proprietary technical market analysis to inform portfolio‑level positioning. The firm advertises its performance results and provides client performance reporting—practices that are relatively uncommon among similar firms. It also discloses a profit‑sharing arrangement with its external investment consultant and a promoter referral arrangement, and the brochure notes the firm routinely directs brokerage to a single custodian, which can affect execution and access to institutional services.

To learn more about the advisors currently working at Weber Asset Management, Inc., 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.