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WEINBERG ADVISORY GROUP, L.L.C.

Advisory

COLUMBUS, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#716

of 748 advisers by AUM

Average account

$984K

across 56 accounts

AUM per adviser

$18M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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