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| Weinstat Wealth Management Inc
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| |
|---|---|
| CRD # | 125626 |
| SEC # | 801-79194 |
| CIK # | |
| AUM | $102.7 MM (2024-02-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-666-0144 |
| Address | 106 Windward Drive Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.1 |
| (b) Individuals (high net worth individuals) | 21 | 97.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 102.7 |
| By Discretionary | ||
| Discretionary | 38 | 102.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 102.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.7 | |
| Total | 38 | 102.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Huesler Financial Consulting AG
✚
|
0.1 | |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 0.1 |
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Milestone Wealth LLC
✚
|
NY | 0.1 |
|
Evergreen Money Advisors
✚
|
NC | 0.1 |
|
Downshift Financial LLC
✚
|
CO | 0.1 |
|
Broadstreet Global Advisors Inc
✚
|
NY | 0.1 |
|
Real TALK Capital LLC
✚
|
TN | 0.1 |
|
Abridge Partners LLC
✚
|
MS | 0.1 |
|
Alpine Wealth Advisors LLC
✚
|
CO | 0.1 |