LOS ANGELES, CACRD 106176Latest ADV March 20, 2026
Weinberger Asset Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 20, 2026, reports $504M in regulatory assets under management, 3 employees, 2 offices, and 604 accounts.
Assets Under Management
$504M
Employees
3
Offices
2 offices
Total Clients
176
Primary office
LOS ANGELES, CA
10866 WILSHIRE BLVD, STE 830, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
110
2
Individuals
23.3%
41
3
Corporations
6.8%
12
4
Charitable
6.3%
11
5
Pension Plans
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$504Mas of March 20, 2026
Discretionary100.0%
$504M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$504M
Total Accounts604
10Y AUM Change+$392M (+351.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.