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WEINBERGER ASSET MANAGEMENT, INC

LOS ANGELES, CA · CRD 106176 · IAPD ↗ · wamasset.com · 310-442-8472

$503.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WEINBERGER ASSET MANAGEMENT, INC crossed $500M in regulatory AUM ($443.9M -> $503.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — WEINBERGER ASSET MANAGEMENT, INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
January 2025 — WEINBERGER ASSET MANAGEMENT, INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.