Client Login

A fee-only, fiduciary RIA serving high-net-worth clients nationwide since 1993.

Schedule a Private Consultation

Our clients don't get a model portfolio and a quarterly call. They get a dedicated team, a comprehensive financial picture, and an advisor who acts solely in their interest — because that's what fiduciary actually means.

Private Wealth Management

Your personal, trusted CFO

Learn more

Comprehensive Financial Planning

Every goal needs a plan

Learn more

Marital & Divorce Planning

Financial analysis for life transitions

Learn more
Who We Are

Who We Are

Since 1993, Weinberger Asset Management has operated as an independent, fee-only RIA with no broker-dealer affiliations, no commissions, and no outside interests competing with yours. As a fiduciary, we are legally and ethically obligated to put your interests first — in every client relationship, every time.

Our clients are high-net-worth individuals and families who want a dedicated advisor, not a rotating cast of associates. Many have been with us for decades.

Independence is not a marketing position for us. It is the foundation of everything we do.

How We Work

How We Work

Wealth management at WAM begins with a conversation, not a questionnaire. Before we discuss portfolios, we discuss your life — your goals, your concerns, and the transitions you may be navigating.

From there we build a comprehensive financial framework covering investment management, tax efficiency, estate considerations, and long-term cash flow planning — tailored to your situation and reviewed continuously as your life evolves.

We work with a small number of clients by design. When you call, someone who knows your name picks up.

FAQs

What is a fee-only financial advisor?

A fee-only advisor is compensated exclusively by the client, with no commissions, referral fees, or third-party compensation of any kind. At Weinberger Asset Management, our fee is a percentage of the assets we manage on your behalf — nothing more. This structure ensures our interests are fully aligned with yours. When your portfolio grows, we benefit. When it doesn't, neither do we.

What does it mean to be a fiduciary?

A fiduciary is legally and ethically obligated to act in the client's best interest at all times — not merely to recommend products that are "suitable." As a registered investment advisor, Weinberger Asset Management operates as a fiduciary in every client relationship, every time.

What types of clients does WAM serve?

We work primarily with high-net-worth individuals and families, retirees and pre-retirees, and individuals navigating significant financial transitions such as divorce or the sale of a business. Our clients are located throughout the United States.

How long has WAM been in business?

Weinberger Asset Management was founded in 1993 and has operated continuously as an independent, fee-only RIA for over 30 years. The firm is headquartered at 10866 Wilshire Boulevard in Los Angeles, California.

A Fresh Look

Our free, consultative second opinion service puts the focus on you, not your money. Through an extensive discovery plan meeting, we work to discover the values and goals at the heart of your story before building a personally-tailored plan to help bring them to life. If our approach matches your needs, we’ll begin the next steps toward a fruitful, long-term partnership. If not, we’ll help you find an alternate provider who can. Either way, you’ll receive a Total Client Profile and personalized analysis of your situation.

Schedule a Meeting

LET'S GET CONNECTED

Thank you!
Oops!