Weinberger Asset Management, Inc
- Regulatory AUM
- $504M
- Discretionary
- $504M
- Clients
- 176
- Avg AUM / client
- $2.9M
- Accounts
- 604
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $24.6M | 4.89% |
| High net worth individuals | 110 | $446M | 88.6% |
| Pension and profit sharing plans | 2 | $8.9M | 1.76% |
| Charitable organizations | 11 | $2.6M | 0.51% |
| Corporations and other businesses | 12 | $21.6M | 4.28% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Brian Weinberger | President, Chief Compliance Officer & Trustee | CFP | Apr 2017 (9y) | 75% or more |
| Alison Rachel Weinberger | Trustee | Nov 2018 (8y) | 75% or more | |
| Coleen Suzette Edwards | Registered representative | Apr 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| A. & A. Weinberger Family Revocable Trust | Shareholder | Nov 2018 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $496M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗