WEINSTAT WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$130,710,000
Discretionary
$128,477,710
Non-discretionary
$2,232,290
Firm details
- CRD number
- 125626
- SEC file number
- 801-79194
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.