Weisberg Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,723,958
Clients
71
Advisors
2
of 2 employees
About
Weisberg Capital Management provides discretionary and non‑discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and business entities. The two‑advisor firm manages roughly $13 million in client assets and serves both individual investors and employer retirement plans.
Investment programs are tailored to each client’s stated goals and risk tolerance and use a mix of methods — including fundamental, quantitative, technical analysis and modern portfolio theory — with ongoing monitoring and quarterly account reviews. The firm may trade under discretionary authority, hire sub‑advisors to implement strategies, and accommodates client‑imposed investment restrictions and rebalancing or tax‑loss harvesting when appropriate.
Notable distinctions include that both principals operate as licensed insurance agents and disclose the potential to receive insurance commissions, a relationship the brochure says occupies a small portion of their time and is managed through disclosures and procedural safeguards. The firm also offers financial planning on a fixed‑fee basis, provides ERISA 3(21) plan services, and uses institutional custody and execution services through Charles Schwab.
Client services
Expertise
Occupation focus
Fee options
Financial planning services offered with flat fees ranging from $500 to $15,000.
$0+: Up to 1.9% annually (negotiable) for asset management services $0+: Up to 1% annually (negotiable) for ERISA plan services
Advisors receive commissions on insurance products sold as licensed insurance agents.
Main office
Palm Desert CA
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Weisberg Capital Management · Weisberg Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Akram T
Series 66
Palm Desert, CA
Weisberg Capital Management
Akram Tadlaoui is a financial advisor at Weisberg Capital Management with 12 years of industry experience and holds a Series 66 designation. He has held roles at Alpha Wealth Management and has operated as a sole proprietor. Tadlaoui is also the CEO of Financial Wellness For All, a business unrelated to investment advising. Weisberg Capital Management provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, technical analysis, and modern portfolio theory tailored to clients’ goals and risk tolerance.
Justin Y
CFP®, Series 63, Series 65
Palm Desert, CA
Weisberg Capital Management
Justin Young is a CFP® with 12 years of industry experience and is currently with Weisberg Capital Management. His prior experience includes roles at Gonda + Co., Alpha Wealth Management, LLC, and Waddell & Reed, Inc. He is also CFO of Financial Wellness For All and assists with agricultural operations at WM D Young & Sons, Inc. Weisberg Capital Management is a two-advisor firm providing discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory.
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