|
⚲
|
| Keyboard |
| Weinstat Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 125626 |
| SEC # | 801-79194 |
| CIK # | |
| AUM | 130.7 M (2026-04-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-666-0144 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 5.1 |
| (b) Individuals (high net worth individuals) | 21 | 124.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 130.7 |
| By Discretionary | ||
| Discretionary | 34 | 128.5 |
| Non-Discretionary | 1 | 2.2 |
| Total | 35 | 130.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.7 | |
| Total | 35 | 130.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WARM Springs Advisors Inc
✚
|
CA | 131.3 M |
|
Middleton & Company
✚
|
WA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |
|
Bison Wealth Management LLC
✚
|
OH | 131.0 M |
|
DMK Advisor Group Inc
✚
|
FL | 130.8 M |
|
Open Source Investments LLC
✚
|
130.7 M | |
|
Lincoln Douglas Investments LLC
✚
|
OH | 130.5 M |
|
Montgomery Capital Advisors LLC
✚
|
NY | 130.1 M |
|
Seven Hills Capital Advisors LLC
✚
|
OH | 130.0 M |
|
Wheels UP Wealth Inc
✚
|
130.0 M |