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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
About Weisberg Capital Management
Weisberg Capital Management is an independent, boutique RIA in Palm Desert, CA providing fiduciary wealth management and long-term financial planning for investors, families, and business owners. The firm delivers personalized investment strategies, private wealth management, reserve fund management, and retirement plan consulting. A distinctive capability for plan-focused distribution is its no-cost 401(k) benchmarking review using public Form 5500 data, with relationships including Schwab.
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Owner & Executives
AKRAM ANOUAR TADLAOUI
Chief Investment Officer, Managing Partner
- CRD
- #6269232
- Ownership
- 50% but less than 75%
JUSTIN DALE YOUNG
Chief Compliance Officer, Chief Executive Officer, Managing Partner
- CRD
- #6286487
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,016,458 | -- |
| Non-Discretionary | $18,424 | -- |
| Total | $13,034,882 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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