# Weiss Financial

Weiss Financial is an Asset Owner based in Mahopac, United States.

## Overview

- **Organization type:** Asset Owner
- **Headquarters:** Mahopac, United States
- **Region:** North America
- **Founded:** 2011
- **Website:** http://www.weiss-financial.com/
- **LinkedIn:** https://www.linkedin.com/company/weiss-financial

## Regulatory record

- **CRD number:** 159331
- **SEC file number:** 801-72871
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159331

## About

Weiss Financial is a single-family office headquartered in New York. The firm manages and allocates capital across public and private markets, focusing on long-term wealth preservation and growth for its founding family. With a disciplined investment approach and a diversified portfolio, Weiss Financial seeks to balance risk and return—supports strategic asset allocation, direct investments, and partnerships with external managers to achieve its financial objectives.

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Last updated: 2026-07-06T00:42:33.007Z

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