Weisberg Financial Services

Overview

Weisberg Financial Services is a small, sole-proprietorship adviser focused on portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and serves both individual & family clients and some institutional relationships. Its investment activity shows a clear equity bias: the majority of assets are held in exchange-traded equities, and the firm favors discretionary portfolio management while maintaining a material portion of non-discretionary assets under advisement. The adviser does not position itself as an ESG specialist, and it is not structured as a multi-state or related adviser. Given its size and organizational form, investment decisions are likely centralized and implemented through liquid, listed securities and separately managed account (SMA) structures rather than large-scale proprietary products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices