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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2012
- Office Locations
- 2
Office Locations
About Weinberger Asset Management, INC
Since 1993, Weinberger Asset Management has operated as an independent, fee-only private wealth management firm offering investment management and comprehensive planning, including marital/divorce planning. The team provides fiduciary guidance built around a detailed client roadmap and offers a free, consultative second-opinion service that delivers a Total Client Profile and personalized analysis. Portfolios commonly use ETFs and fixed income, with custody through Charles Schwab.
Team overview
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Owner & Executives
ALEXANDER BRIAN WEINBERGER
Chief Compliance Officer, President
- CRD
- #6231846
- Ownership
- 75% or more
Alison Rachel Weinberger
Director Of Operations
- CRD
- #7078063
- Ownership
- 75% or more
Showing 2 of 2 owners & executives
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COLEEN SUZETTE EDWARDS
Director
- CRD
- #2091441
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $503,567,038 | $833,720 |
| Non-Discretionary | $0 | -- |
| Total | $503,567,038 | $833,720 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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