WEINBERG ADVISORY GROUP

WEINBERG ADVISORY GROUP of COLUMBUS, OH is an SEC-registered investment adviser (CRD 133954). Regulatory assets under management: $55.1M.

Registration

• CRD: 133954
• Type: Registered investment adviser
• Location: 35 NORTH FOURTH STREET, COLUMBUS, OH, 43215
• Phone: 614-571-5409
• Latest filing: 2026-03-31
• Regulatory AUM: $55.1M
• Discretionary AUM: $55.1M
• Clients: 3
• Accounts: 56

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133954 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search