WEISBERG FINANCIAL SERVICES

WEISBERG FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 128535). Regulatory assets under management: $15.0M.

Registration

• CRD: 128535
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search