Orcutt, CA Office

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.