Weinberger Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$470,595,638
Clients
151
Advisors
3
across 2 offices
About
Weinberger Asset Management, Inc. (WAM) provides discretionary portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities, managing $503,567,038 in client assets as of February 9, 2026. The firm offers ongoing portfolio management, retirement-plan services (including ERISA 3(38) and 3(21) options), participant-level services, and education and guidance around IRA rollovers.
WAM generally manages accounts on a discretionary basis, may recommend unaffiliated sub-advisers and model portfolios, and states it monitors sub-advisers regularly while seeking fair allocation of investment opportunities across client accounts. Its stated methods of analysis include charting, cyclical, fundamental, modern portfolio theory, quantitative and technical approaches, and it commonly bills on a percentage-of-AUM basis with custodial services provided through Schwab Institutional.
Compared with many peers, WAM publicly advertises third-party ratings, a practice that is relatively uncommon among similar team firms, and discloses an affiliated business, Marriage Financial Solutions LLC, which provides non‑securities financial guidance related to marital transitions. The brochure also notes certain firm practices that bear on conflicts and operations — including an explicit rollover incentive disclosure, engagement of another adviser at WAM’s expense to handle back‑office trade placement, no performance‑based fees, and no reportable disciplinary history.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.50%
Fee-only: Asset-based advisory fees as per tiered schedule; no commissions or performance-based fees.
Main office
See office10866 Wilshire Blvd, Ste 830
Los Angeles CA 90024
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alexander W
CFP®, Series 63
Los Angeles, CA
Weinberger Asset Management, Inc
Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.
Alison W
Series 65
Los Angeles, CA
Weinberger Asset Management, Inc
Alison Weinberger is a financial advisor at Weinberger Asset Management, Inc. She holds a Series 65 designation and has six years of industry experience. Prior to her current role, she worked at Canyon Partners for five years. Outside of her advisory work, she is a partner in Marriage Financial Solutions, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a variety of analytical methods and maintaining a long-term trading approach.
Coleen E
Series 63
Orcutt, CA
Weinberger Asset Management, Inc
Coleen Edwards is a financial advisor with Weinberger Asset Management, Inc., holding a Series 63 license and bringing 35 years of industry experience. Her prior roles include positions at Robert K Hather and Wells Fargo Advisors. Weinberger Asset Management, Inc. provides discretionary portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of analytical methods and offers services such as retirement-plan management and IRA rollover education, managing over $500 million in client assets.
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