# WEISBERG FINANCIAL SERVICES

WEISBERG FINANCIAL SERVICES is an SEC-registered investment adviser.

## Registration

- CRD: 128535
- Type: SEC-registered investment adviser
- Phone: 585-467-3266
- Latest filing: 2026-03-05
- Regulatory AUM: $15.0M
- Discretionary AUM: $8.5M
- Non-discretionary AUM: $6.5M
- Clients: 1
- Accounts: 65

## Business model

- Compensation: Fixed
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128535/similar
- Related entities: https://search.stillhousedata.com/firm/128535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128535

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.