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WEINBERGER ASSET MANAGEMENT, INC
CRD 106176 · SEC 801-113165
10866 WILSHIRE BLVD, STE 830, LOS ANGELES, CA, 90024, United States
Phone
310-442-8472
Fax
310-442-8474
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$503.6M
Discretionary AUM
$503.6M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $24.6M |
| High net worth individuals | 110 | $446.0M |
| Pension/profit sharing plans | 2 | $8.9M |
| Charitable organizations | 11 | $2.6M |
| Corporations/business entities | 12 | $21.6M |
States served
CA, CO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD