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 an independent registered investment adviser that registered with the SEC in 2018. The firm acts as a capital allocator for both individual/family and institutional clients, providing portfolio management for individuals and small businesses, pension consulting services, and manager selection. Its fee model includes a percentage-of-AUM component plus other fee arrangements. Weinberger signals an active ESG posture in its investment approach and reports using third‑party managers as part of its allocation process.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$221M in ETFs
79%
$174M
19%
$47.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $39.3M | 105,146 | 17.77% |
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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