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Weiser Capital Management, LLC (New York)


Weiser Capital Management, LLC is a large advisory firm based in New York. It manages $130 million of regulatory assets for 365 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Connecticut, and 7 other states.

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Weiser Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weiser Capital Management: assets under management

The assets under management (AUM) of Weiser Capital Management, LLC is $130 million. The firm's AUM has grown by 356% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $115 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $410.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $176.47 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weiser Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Weiser Llp Sole member 1 Mar 1999 75% - 100% 13-1459550
Weisermazars Llp Sole member 1 Mar 1999 75% - 100% 13-1459550

Based in New York

The principal office where Weiser Capital Management, LLC performs its advisory services is located at 135 West 50 Th Street, New York, NY 10020, which is also the mailing address of the firm. An additional office of the firm is in Horsham, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-375-6506 or by fax 212-375-6912. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.weisercapitalmanagement.com.


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