# Weisberg Financial Services

> Weisberg Financial Services is a state-registered investment advisory firm, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 128535
- Filed as: WEISBERG FINANCIAL SERVICES
- Legal name: Weisberg, Philip Sidney
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128535
- AdvisorCensus page: https://advisorcensus.com/firm/weisberg-financial-services-128535

## Quick answers

**How is Weisberg Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Weisberg Financial Services reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Weisberg Financial Services registered with the SEC or a state?**
Weisberg Financial Services is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128535.

**How much does Weisberg Financial Services manage?**
Weisberg Financial Services reports $15,032,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (57% discretionary).

**What types of clients does Weisberg Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); corporations or other businesses not listed above (1).

**Does Weisberg Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128535

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,032,000
- Discretionary: $8,500,000
- Non-discretionary: $6,532,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $15,000,000 |
| Corporations or other businesses not listed above | 1 | $32,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weisberg Financial Services (CRD 128535): Form ADV filing data as of October 2026.