Weinstat Wealth Management, Inc.
● SEC registered since 2014CRD 125626SEC# 801-79194
Reg. AUM
$130.7M
Employees
1
Accounts
35
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 $130.7 million in regulatory assets under management and employs 1 people.
Weinstat Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Roy Weinstat Control | President/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Weinstat Wealth Management, Inc. manage?
Weinstat Wealth Management, Inc. reports $130.7 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
| Phone | 516-666-0144 |
| Office hours | 8-4 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$130.7Mregulatory AUM
Discretionary $128.5MNon-discretionary $2.2M