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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Inc. Karel Capital joined the executive team most recently as the Owner Of Class B Membership Units.
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.