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Alexander Brian Weinberger

Investment adviser representative at Weinberger Asset Management, Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$503.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Weinberger Asset Management, IncJul 2014 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Weinberger Asset Management, Inc

$503.6MAssets managed
176Clients
3Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6231846
Firm CRD
106176
Advisor's SEC record (opens in a new tab)
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