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Weathervane Wealth Management, LLC (Berwyn)


Weathervane Wealth Management, LLC is a large advisory firm based in Berwyn. It manages $126.08 million of regulatory assets for 274 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Pennsylvania.




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

Weathervane Wealth Management: assets under management

The assets under management (AUM) of Weathervane Wealth Management, LLC is $126.08 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $104.49 million in discretionary accounts and $21.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.32 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weathervane Wealth Management, LLC for their services and products based on a percentage of assets under management. 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.

Based in Berwyn

The principal office where Weathervane Wealth Management, LLC performs its advisory services is located at 1055 Westlake Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-321-2400 or by fax 484-341-1611. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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