Weinberger Asset Management, Inc
● SEC registered since 2018CRD 106176SEC# 801-113165Los Angeles, CA
Reg. AUM
$503.6M
Employees
3
Accounts
604
Location
Los Angeles, CA
Weinberger Asset Management, Inc assets under management
Weinberger Asset Management, Inc is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2018. It reports $503.6 million in regulatory assets under management and employs 3 people.
Weinberger Asset Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| A. & a. Weinberger Family Revocable Trust | Shareholder | Over 75% | 2018 |
| Alexander Brian Weinberger Control | President, Chief Compliance Officer & Trustee | Over 75% | 2017 |
| Alison Rachel Weinberger Control | Trustee | Over 75% | 2018 |
Frequently asked questions
How much does Weinberger Asset Management, Inc manage?
Weinberger Asset Management, Inc reports $503.6 million in regulatory assets under management on its Form ADV.
How many employees does Weinberger Asset Management, Inc have?
Weinberger Asset Management, Inc reports 3 employees.
Where is Weinberger Asset Management, Inc located?
Weinberger Asset Management, Inc is based in Los Angeles, CA and has been SEC-registered since 2018.
Does Weinberger Asset Management, Inc disclose fund performance?
Weinberger Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10866 Wilshire Blvd, Ste 830, Los Angeles, CA 90024 |
| Phone | 310-442-8472 |
| Fax | 310-442-8474 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2051705 |
| Discloses disciplinary history | No |
Regulatory AUM
$503.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$503.6Mregulatory AUM
Discretionary $503.6M