WEINBERG ADVISORY GROUP

Overview

Weinberg Advisory Group is a small, equity-focused advisory firm that provides portfolio management for individuals and small businesses. The firm operates as a limited liability company and serves both individual/family and institutional clients. Its stated fee arrangements combine a percentage-of-AUM model with hourly fees, reflecting a mix of ongoing portfolio management and advisory or planning engagements billed separately. Investment activity centers on separately managed accounts populated mainly with exchange-traded equities and ETFs. The firm does not position itself as an ESG specialist, is not a pension consultant, and is not structured as a capital allocator; instead, it relies on third‑party managers and liquid public markets to implement client strategies. Portfolio construction appears geared toward customizable equity exposure, with supplemental allocations to mutual funds and annuities where appropriate.

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Public Holdings

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Location & Offices