Lasecke Weil Wealth Advisory Group, LLC (Campbell)

Name: Lasecke Weil Wealth Advisory Group, LLC
Address: 51 E. Campbell Avenue, Suite 146, Campbell, CA, 95008
Telephone: 408-688-0888

Lasecke Weil Wealth Advisory Group, LLC is a large advisory firm based in Campbell. It manages $240.14 million of regulatory assets for 694 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Washington.

Lasecke Weil Wealth Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lasecke Weil Wealth Advisory Group: assets under management

The assets under management (AUM) of Lasecke Weil Wealth Advisory Group, LLC is $240.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $240.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $346.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lasecke Weil Wealth Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Careers at Lasecke Weil Wealth Advisory Group, LLC

Inc. Karel Capital joined the executive team most recently as the Owner Of Class B Membership Units.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Trustees Of The Weil Family Revocable Trust Fbo C.L. And M. B. Weil Curtis L. And Margaret B. Weil	Member	1 Jan 2000	75% - 100%	xxx-xx-xxxx
Llc Lasecke Enterprises	Member	1 Mar 2006	Other	20-4565016
Tracy Frank Lasecke	Chief executive officer	1 Mar 2006	Other	2784045
Curtis Leslie Weil	Principal/chief compliance officer	1 Apr 2006	Other	461586
Inc. Karel Capital	Owner of class b membership units	1 Dec 2012	Other	94-3123312

Based in Campbell

The principal office where Lasecke Weil Wealth Advisory Group, LLC performs its advisory services is located at 51 E. Campbell Avenue, Suite 146, Campbell, CA 95008, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-688-0888 or by fax 408-688-0880. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.laseckeweil.com.