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Alexander Brian Weinberger

Weinberger Asset Management, Inc

Los Angeles, CA

Los Angeles, CA

CRD 6231846

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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:

Current Employers
Weinberger Asset Management, Inc

10866 Wilshire Blvd Ste 830, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-22
CA RA APPROVED 2017-04-25
  • TX RA
    APPROVED
    Since 2019-02-22
  • CA RA
    APPROVED
    Since 2017-04-25

Branch Locations

10866 Wilshire Blvd Ste 830, Los Angeles, CA 90024 • United States

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weinberger Asset Management Los Angeles CA 07/2014 Present
Weinberger Asset Management Los Angeles CA 07/2014 Present
  • 07/2014 → Present
    Weinberger Asset Management
    Los Angeles, CA
  • 07/2014 → Present
    Weinberger Asset Management
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-26
  • S63 Uniform Securities Agent State Law Examination
    2013-08-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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