Alison Rachel Weinberger

Employer firm

Weinberger Asset Management, Inc CRD 106176

$504M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → Present
  Weinberger Asset Management, Inc.
  Los Angeles, CA
• 01/2019 → Present
  Weinberger Asset Management
  Los Angeles, CA
• 01/2019 → Present
  Marriage Financial Solutions
  Los Angeles, CA
• 06/2013 → 10/2018
  Canyon Partners
  Los Angeles, CA

Other Businesses

Marriage Financial Solutions LLC; Partners; Investment related: No; Location:11661 San Vicente Blvd, Ste 820, Los Angeles CA 90049; Description of the business: Marriage Financial Solutions is a consulting firm that specializes in analyzing the financial implications of divorce and pre and postnuptial agreements; Responsibilities Duties: Work with individuals, couples, attorneys, mediators and divorce specialists to provide the necessary analysis surrounding a divorce settlement or pre or postnuptial agreement; Start date with business: 2015-01-07; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 8;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-27