WILLIAMSBURG, VA Investment Advisor How do I update this listing?

Weather Gauge Advisory is based out of Williamsburg. Weather Gauge Advisory is a large advisory firm with 127 clients and discretionary assets under management (AUM) of $130,052,950 (Form ADV from 2019-01-17). Their last reported 13F filing for Q4 2018 included $91,475,000 in managed 13F securities and a top 10 holdings concentration of 37.1%. Weather Gauge Advisory's largest holding is Johnson & Johnson Co. with shares held of 55,665. Whalewisdom has at least 1 13F filings

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record



Business Phone: 757-220-3313
Fax: 757-220-1330
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 3,370,080
Total Number of Clients: 127
Amount of client funds and securities by related persons: 3,370,080
Total Number of clients from related persons: 6
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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