Weinberger Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$443,858,787
Total clients
130
75% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$3,414,298
Client services
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.50%
Account minimum: No account minimum for any of WAM’s services (note: some model portfolios and sub-advisers may have their own minimums).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Weinberger Asset Management, Inc
10866 Wilshire Blvd, Ste 830
Los Angeles CA 90024, United States
Number of offices
3
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