Investment adviser · CRD 106176
WEINBERGER ASSET MANAGEMENT, INC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $504M Form ADV · Item 5.F
- Client accounts
- 604 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $445,962,639 | 88.6% |
| Individuals | 41 | $24,632,999 | 4.9% |
| Corporations & businesses | 12 | $21,553,724 | 4.3% |
| Retirement plans | 2 | $8,866,962 | 1.8% |
| Charities | 11 | $2,550,714 | 0.5% |
Filing source
Form ADV 2059294 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
10866 WILSHIRE BLVD, STE 830LOS ANGELES, CA, 90024, United States
CRD 106176
Filing source
Form ADV 2059294 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.