Welcome.
Weisberg Capital Management is an independent, boutique-style Registered Investment Advisory (RIA) Firm based in Palm Desert, California.
We offer fiduciary guidance for investors, families, and business owners. We deliver personalized investment strategies, 401(k) plan consulting, and long-term financial planning to help our clients gain clarity, reduce hidden costs, and make confident decisions.
As fiduciaries, we are ethically and legally bound to always act in your best interest.
Whether you are an individual planning for your retirement or a business owner needing a benchmark of your 401k plan, we are here to help.
About Us
Weisberg Capital Management is an independent Registered Investment Advisory (RIA) committed to personalized, transparent financial advice. As fiduciaries, we are held to the highest legal standard, acting solely in your best interest.
We serve individuals, families, and business owners across the Coachella valley and beyond. Whether you're building wealth, optimizing a 401(k), or navigating life transitions, we deliver clarity through data, empathy, and discipline.
Request your fiduciary plan or portfolio review by contacting us below.
Our Team.
Weisberg Capital was founded by Akram Tadlaoui and Justin Dale Young after more than a decade serving clients at a national advisory firm. In 2024, they launched WCM to build a firm rooted in clarity, integrity, and true fiduciary advice. Oumayma joined the team in early 2025 to manage the operations and champion customer success.
Looking for a 401k plan benchmark?
We can help! No cost, no obligation, just clear fiduciary insight.
We provide a no-cost, no-obligation 401(k) plan benchmark to help you understand where you stand. This review offers valuable fiduciary insights using your public Form 5500.
To request this, fill out the form below and a licensed advisor will contact you.