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 a SEC‑registered corporate adviser that provides discretionary portfolio management to individuals, small businesses and institutional clients. The firm acts as a capital allocator and conducts third‑party manager selection alongside direct portfolio management. Its advisory services include pension consulting activities and selection of other advisers, and it identifies as an active ESG investor. Fee arrangements include asset‑based fees and other fee types.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3Alison 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 45Active vs passive
$200M in ETFs
75%
$150M
23%
$49.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $33.6M | 104,582 | 16.77% |
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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