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WEISBERG CAPITAL MANAGEMENT LLC

Advisory

CA

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in CA
#4,516
of 5,480 advisers by AUM
Average account
$84K
across 155 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM
$13M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$18K
Discretionary %99.9%
Total Clients75
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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+14.4% 1Y

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