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| Happy Holidays!! thanks for using AUM13F!! |
| Weinberger Asset Management Inc
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|---|---|
| CRD # | 106176 |
| SEC # | 801-113165 |
| CIK # | 0002051705 |
| AUM | $443.9 M (2025-05-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-442-8472 |
| Address | 10866 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 23.4 | ||
| Bank of America Corp /DE/ | 4.7 | ||
| Facebook Inc | 3.3 | ||
| General Electric Co | 3.1 | ||
| Apple Inc | 2.6 | ||
| Nvidia Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 22.6 |
| (b) Individuals (high net worth individuals) | 97 | 386.0 |
| (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 | 21.9 |
| (h) Charitable organizations | 9 | 1.9 |
| (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 | 5 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 566 | 443.9 |
| By Discretionary | ||
| Discretionary | 566 | 443.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 566 | 443.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.9 | |
| Total | 566 | 443.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051705] |
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|---|---|---|
|
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WA | 0.4 |
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Shorehaven Wealth Partners LLC
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NJ | 0.4 |
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Bluesphere Advisors LLC
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PA | 0.4 |
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BCGM Wealth Management LLC
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IN | 0.4 |
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Colton Groome Financial Advisors LLC
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NC | 0.4 |
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James R Martin Consulting Inc DBA JRM Capital Management
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NorthStar Financial Companies Inc
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PA | 0.4 |
|
Humankind Investments LLC
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NY | 0.4 |
|
Rench Wealth Management Inc
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TX | 0.4 |
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Avaii Wealth Management LLC
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WI | 0.4 |