Los Angeles, CA Wilshire Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Weinberger Asset Management, Inc
Team
Firm-wide stats for Weinberger Asset Management, Inc
Clients per advisor
50 TypicalAvg AUM per client
$3,116,527 Very HighHNW client ratio
73% Very HighAbout
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.
Based on Weinberger Asset Management, Inc
Expertise
Based on Weinberger Asset Management, Inc
Location
10866 Wilshire Blvd, Ste 830
Los Angeles CA 90024
Advisors at this office
2
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)