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| Weinberger Asset Management Inc
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|---|---|
| CRD # | 106176 |
| SEC # | 801-113165 |
| CIK # | 0002051705 |
| AUM | 503.6 M (2026-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-442-8472 |
| Address | 10866 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 21.0 | ||
| Bank of America Corp /DE/ | 4.8 | ||
| General Electric Co | 3.3 | ||
| Apple Inc | 3.2 | ||
| Shopify Inc | 2.3 | ||
| GE Vernova Inc | 2.3 | ||
| Altria Group Inc | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 24.6 |
| (b) Individuals (high net worth individuals) | 110 | 446.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.9 |
| (h) Charitable organizations | 11 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 21.6 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 503.6 |
| By Discretionary | ||
| Discretionary | 604 | 503.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 604 | 503.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 503.6 | |
| Total | 604 | 503.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051705] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dougherty Wealth Advisers LLC
✚
|
MN | 505.4 M |
|
Accretive Wealth Partners LLC
✚
|
NJ | 504.5 M |
|
Pineridge Advisors LLC
✚
|
MO | 504.2 M |
|
Aquire Wealth Advisors LLC
✚
|
UT | 504.0 M |
|
Ducere Wealth Management LLC
✚
|
CA | 503.8 M |
|
Etesian Wealth Advisors Inc
✚
|
OR | 503.3 M |
|
SMH Capital Advisors LLC
✚
|
TX | 503.1 M |
|
Prosperity Financial Group Inc
✚
|
CA | 503.0 M |
|
Saybrook Capital Corp
✚
|
NY | 502.7 M |
|
Sharp Wealth Advisory LLC
✚
|
PA | 502.1 M |