WEINBERGER ASSET MANAGEMENT, INC
SEC RegisteredA fee-only, fiduciary RIA serving high-net-worth clients nationwide since 1993.
About the firm
Weinberger Asset Management has operated as an independent, fee-only RIA since 1993 with no broker-dealer affiliations, no commissions, and no outside interests. As a fiduciary, the firm is legally and ethically obligated to put client interests first in every relationship. The firm is headquartered at 10866 Wilshire Boulevard in Los Angeles, California.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management, comprehensive financial planning, and marital and divorce planning, including investment management, tax efficiency, estate considerations, and long-term cash flow planning.
Who they serve
High-net-worth individuals and families, retirees and pre-retirees, and individuals navigating significant financial transitions such as divorce or the sale of a business, located throughout the United States.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $25M |
| High Net Worth Individuals | 110 | $446M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $8.9M |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $1,000,001 - $2,500,000 | 1.00% |
| Next $2,500,001 - $5,000,000 | 0.80% |
| Next $5,000,001 - $10,000,000 | 0.70% |
| Next $10,000,001 - $25,000,000 | 0.60% |
| Amounts over $25,000,000 | 0.50% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEINBERGER ASSET MANAGEMENT, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.