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Weinberger Asset Management, Inc

● SEC registered since 2018CRD 106176SEC# 801-113165Los Angeles, CA
Export (members)
Reg. AUM
$443.9M
Employees
3
Accounts
566
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 $443.9 million in regulatory assets under management and employs 3 people.

Weinberger Asset Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
A. & a. Weinberger Family Revocable TrustShareholderOver 75%2018
Alexander Brian Weinberger ControlPresident, Chief Compliance Officer & TrusteeOver 75%2017
Alison Rachel Weinberger ControlTrusteeOver 75%2018

Frequently asked questions

How much does Weinberger Asset Management, Inc manage?

Weinberger Asset Management, Inc reports $443.9 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

Address10866 Wilshire Blvd, Ste 830, Los Angeles, CA 90024
Phone310-442-8472
Fax310-442-8474
Office hours8 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2051705
Discloses disciplinary historyNo

Assets under management

Discretionary$443.9M
Non-discretionary$0
Total (RAUM)$443.9M