Weinberger Asset Management Inc.

Financial ServicesCalifornia, United States2-10 Employees

Weinberger Asset Management, Inc. is an independent, fee-only investment advisory and management firm based in Los Angeles, California. Founded in 1993, it draws on more than seven decades of experience in asset allocation and security selection to guide client portfolios. The firm operates as a fiduciary, refraining from commissions or third-party fees and maintaining no financial arrangements with brokers, portfolio managers, fund managers, or families of funds; client assets are held by independent, insured custodians.

Its client base includes high net worth individuals and Not for Profit Organizations, for whom it provides individualized portfolios and ongoing oversight. Within the financial services industry, it positions itself as an independent fiduciary offering fee-only advisory and management services, with an emphasis on independence and objective investment guidance.

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