Weinberger Asset Management, Inc

Overview

Weinberger Asset Management, Inc. is an independent, SEC‑registered registered investment adviser that operates as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm is organized as a corporation and has been SEC‑registered since 2018. Its advisory services include portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is primarily a percentage of assets under management, with some arrangements classified as “other.” The firm identifies as an active ESG investor. Weinberger deploys client capital both directly into public markets and through external managers and funds. Its stated role as a capital allocator and its advisory activity around manager selection indicate a hybrid approach: in‑house portfolio management supplemented by third‑party allocations where specialist expertise is required.

Assets & Accounts

Public Holdings

Investments & Alternatives