Investment adviser · CRD 132159

WEATHERVANE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

BERWYN, PA, United States · Form ADV filed Mar 27, 2015

Regulatory AUM
$126M
Form ADV · Item 5.F
Client accounts
274
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

1055 WESTLAKE DRIVE, THIRD FLOOR
BERWYN, PA, 19312, United States

CRD 132159

Filing source

Form ADV 898844 · Mar 27, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.