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Weiss Asset Management

Boston, MA·SEC-registered · CRD #155564

Weiss Asset Management is an SEC-registered investment advisory firm in Boston, MA managing $16B across 2 client accounts, with 64 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$16B

Client accounts

2

Advisory staff

64

Fee model

Fee-only

How Weiss Asset Management is paid

Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.

% of assetsFee-only

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Common questions about Weiss Asset Management

How much does Weiss Asset Management manage?

Per its most recent SEC Form ADV filing (03/20/2026), Weiss Asset Management reports $16B in regulatory assets under management across roughly 2 client accounts.

How does Weiss Asset Management charge?

Weiss Asset Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Weiss Asset Management a fiduciary?

Yes. Weiss Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #155564), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Weiss Asset Management taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Weiss Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

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Profile compiled from Weiss Asset Management's public SEC Form ADV filing (CRD #155564, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Weiss Asset Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Weiss Asset Management? Claim this profile.