Data / Investment advisers / California / Weinberger Asset Management, Inc
Weinberger Asset Management, Inc, Los Angeles, CA: $504 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Weinberger Asset Management, Inc is an SEC registered investment adviser with its main office in Los Angeles, California and reports $504 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and other fees.
The request: Watch Weinberger Asset Management, Inc (CRD number 106176): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106176
- SEC file number
- 801-113165
- SEC status
- Approved, effective May 8, 2018
- Main office
- 10866 Wilshire Blvd Ste 830, Los Angeles, CA 90024
- Phone
- (310) 442-8472
- Website
- wamasset.com
- Regulatory AUM
- $503,567,038 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $503,567,038
- Accounts
- 604
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | $446 million |
| Individuals (other than high net worth individuals) | 41 | $24.6 million |
| Corporations or other businesses | 12 | $21.6 million |
| Pension and profit sharing plans | 2 | $8.9 million |
| Charitable organizations | 11 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $503.6 million | March 20, 2026 |
| December 1, 2025 | $443.9 million | May 1, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Western Standard, LLC | Los Angeles | $574.9 million | 2 | adviserinfo.sec.gov |
| Linepoint Partners & Co. | Los Angeles | $572.1 million | 8 | adviserinfo.sec.gov |
| Aecom Capital Real Estate, LLC | Los Angeles | $559.5 million | Not listed | adviserinfo.sec.gov |
| K Fund Capital Management, LLC | Los Angeles | $539.3 million | 10 | adviserinfo.sec.gov |
| Dew Point Capital | Los Angeles | $513.2 million | Not listed | adviserinfo.sec.gov |
| Atwater Capital, LLC | Los Angeles | $491.5 million | 13 | adviserinfo.sec.gov |
| Interlock Equity LP | Los Angeles | $486.4 million | 3 | adviserinfo.sec.gov |
| SDS Real Estate Advisors | Los Angeles | $473.8 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Weinberger Asset Management, Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.