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Weinstat Wealth Management, Inc.

● SEC registered since 2014CRD 125626SEC# 801-79194
Export (members)
Reg. AUM
$109.5M
Employees
1
Accounts
33
Location
—

Weinstat Wealth Management, Inc. assets under management

Weinstat Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2014. It reports $109.5 million in regulatory assets under management and employs 1 people.
www.weinstatwealthmanagement.comView on SEC.gov ↗

Weinstat Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Roy Weinstat ControlPresident/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Weinstat Wealth Management, Inc. manage?

Weinstat Wealth Management, Inc. reports $109.5 million in regulatory assets under management on its Form ADV.

How many employees does Weinstat Wealth Management, Inc. have?

Weinstat Wealth Management, Inc. reports 1 employees.

Does Weinstat Wealth Management, Inc. disclose fund performance?

Weinstat Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone516-666-0144
Office hours4-Aug
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.5M
Non-discretionary$0
Total (RAUM)$109.5M