Weinberger Asset Management, Inc
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106176
- Registered since
- May 8, 2018
- Website
- www.wamasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI88.56%
- Individuals4.89%
- Corporations / Businesses4.28%
- Pension & Profit Sharing Plans1.76%
- Charitable Organizations0.51%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Weinberger Asset Management, Inc. is an independent, SEC-registered RIA that began registration in 2018 and operates as a privately held corporation with individual ownership. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third-party managers. Its fee model includes percentage-of-AUM billing alongside other fee arrangements. Advisory services called out in firm disclosures include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm is flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Investment Grade Corp Bonds20%
- Exchange Traded Equities16%
- US Government Bonds6%
- State & Local Bonds1%
Contacts
3 of 3
Alison Weinberger
Director of OperationsCRD 7078063
Alexander Weinberger
Wealth ManagerCRD 6231846
Coleen Edwards
Director of Client RelationsCRD 2091441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$234M in ETFs
74%
$173M
24%
$60.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $38.6M | 104,758 | 16.51% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10866 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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