Asset ManagerRIA · CRD 111670SEC-Registered

Updated:

Weisert Investment Services

Weisert Investment Services, Inc. is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 2 employees...

Weisert Investment Services

Weisert Investment Services, Inc. is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Los Angeles, CA, United States

Principals

Evan Weisert

President

Sector focus

Real EstatePrivate CreditHedge Funds

Frequently asked questions

What is a hard-money loan in the context of Weisert Investment Services?

Hard-money loans are short-term, asset-backed loans secured by real estate. Weisert originates these loans to borrowers who cannot qualify for or do not want conventional bank financing, typically because they need speed, have credit blemishes, or are pursuing value-add projects. The loans are secured by trust deeds, which give Weisert's funds a legal claim on the underlying California property.

How does Weisert structure its investment funds?

The firm pools investor capital into private mortgage funds that purchase trust deeds. These funds are typically structured as limited partnerships or LLCs available to accredited investors. From public communications, the firm has offered distinct funds segmented by lien position — for example, a first-trust-deed fund targeting lower risk and a separate fund for second-trust-deed or higher-yield strategies.

What happens when a borrower defaults on a Weisert loan?

Because the loans are secured by California real estate, Weisert can initiate a non-judicial foreclosure process against the collateral. The firm's own asset management team handles the foreclosure and subsequent property disposition, working to recover principal and accrued interest. This servicing capability is central to the return profile because hard-money lenders rely on effective collateral enforcement to limit losses.

Does Weisert Investment Services participate in equity deals or only debt?

The firm operates as a lender, not an equity investor. Weisert provides debt capital secured by trust deeds. It does not typically take ownership stakes in the underlying properties or development projects, though it ends up owning real estate through foreclosure proceedings when borrowers default.

Who runs investment decisions at Weisert Investment Services?

Evan Weisert serves as President and directs the firm's lending and fund management operations. Based on the firm's own public materials, he is the key decision-maker on loan approvals, fund design, and asset management strategy, operating from the Los Angeles headquarters.

What is Weisert's geographic focus?

Weisert concentrates its lending in Southern California, specifically the greater Los Angeles and Orange County markets. This local focus allows the firm to perform physical property inspections, verify title records directly, and manage foreclosure proceedings under California's well-established non-judicial foreclosure statutes.

Is Weisert Investment Services a single-family office?

No. Weisert operates as an asset manager that raises third-party capital from accredited investors into pooled mortgage funds. It is not structured as a family office managing a single family's wealth, but rather as a manager originating hard-money loans for external investors who seek real estate-secured yield.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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