Daniel Justin Weiss
Investment adviser representative at Leach, Bickmore & Weiss Wealth Management, LLC
11 yearsExperience
3 statesRegistered in
$115.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Leach, Bickmore, & Weiss Wealth Management, LLCOct 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, WI).
Leach, Bickmore & Weiss Wealth Management, LLC
$115.3MAssets managed
292Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5826411
- Firm CRD
- 281302