Weinstat Wealth Management, Inc.
Weinstat Wealth Management, Inc. is an SEC-registered wealth manager with $130.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Weinstat Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125626, SEC 801-79194, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $130.7M (2026-04-02)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 35
- CRD
- 125626
- Ownership
- WEINSTAT, MICHAEL, ROY; WEINSTAT, HERBERT, ARNOLD
How much AUM does Weinstat Wealth Management, Inc. have?
Weinstat Wealth Management, Inc. reported $130.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Weinstat Wealth Management, Inc.?
Disclosed owners and executives of Weinstat Wealth Management, Inc. include WEINSTAT, MICHAEL, ROY, WEINSTAT, HERBERT, ARNOLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.