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WEINSTAT WEALTH MANAGEMENT, INC.
CRD 125626 · SEC 801-79194
FL, United States
Phone
516-666-0144
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.7M
Discretionary AUM
$128.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.1M |
| High net worth individuals | 21 | $124.2M |
| Charitable organizations | 1 | $1.4M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD