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Weweber, Steven Ira (Hilton Head Island)


Weweber, Steven Ira is a large advisory firm based in Hilton Head Island. It manages $43.86 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2002.

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Weweber, Steven Ira 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.

Weweber, Steven Ira: assets under management

The assets under management (AUM) of Weweber, Steven Ira is $43.86 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $24.37 million in discretionary accounts and $19.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $121.84 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weweber, Steven Ira 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 Hilton Head Island

The principal office where Weweber, Steven Ira performs its advisory services is located at 62 D Arrow Rd, Hilton Head Island, SC 29928, which is also the mailing address of the firm. An additional office of the firm is in Okatie, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-341-5588 or by fax 843-341-2359. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at thebedminstergroup.com.


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