WEINBERGER ASSET MANAGEMENT, INC

CRD 106176File 801-113165

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$503.6M

Above cohort median (national)

Discretionary AUM

$503.6M

Clients

176

604 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: May 8, 2018
Principal office: 10866 WILSHIRE BLVD, STE 830, LOS ANGELES, CA, 90024
Phone: 310-442-8472
Website: https://www.wamasset.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $503.6M
Discretionary AUM: $503.6M
Non-discretionary AUM: $0
Discretionary accounts: 604
Non-discretionary accounts: 0
Total accounts: 604
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$21.6M
Charitable organizations	11	$2.6M
High net worth individuals	110	$446.0M
Pension and profit sharing plans	2	$8.9M
Individuals (other than high net worth individuals)	41	$24.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — PERCENTAGE OF PLAN ASSETS
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.