Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 21
Average Client Assets: $6 million
Frequently Asked Questions
WEINSTAT WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125626), WEINSTAT WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
WEINSTAT WEALTH MANAGEMENT, INC. serves 21 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, WEINSTAT WEALTH MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
WEINSTAT WEALTH MANAGEMENT, INC. manages $131 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, WEINSTAT WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.04
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 35
Discretionary Accounts: 34
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 125626
Filing ID: 2051559
Last Filing Date: 2026-02-10 13:39:25