WEBER GLOBAL MANAGEMENT, INC
Adviser information for WEBER GLOBAL MANAGEMENT, INC last updated from Form ADV on August 7th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wyoming, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 249 | $82.1M |
| Non-Discretionary | 0 | $0 |
| Total | 249 | $82.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 233 | $69.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $4.7M |
| Charitable organizations | <5 | $92,926 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 9 | $8.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 249 |
| No. of Non-U.S. Clients | 6 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-119042 |
|---|---|
| SEC ERA File Number | 801-119042 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290134 |
| Legal Entity Identifier | None |
Principal Office
2532 LAKE AVEMIAMI BEACH
FL
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 3853687690, Fax: None
Chief Compliance Officer
CHRISTOPHER WEBER
CHIEF COMPLIANCE OFFICER
2500 N 900 W
SUITE 9
LOGAN
UT
United States
Tel:
3853687690
T********@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HILL, BRITON, KALANI | Individual | – | PASSIVE OWNER | 01/2023 | 25-50% |
| WEBER, CHRISTOPHER, PETER | Individual | – | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2023 | > 75% |