WEINSTAT WEALTH MANAGEMENT, INC.

1 registered advisor·CRD# 125626
SEC# 801-791940516-666-0144
01

Firm Overview

AUM
$103M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at WEINSTAT WEALTH MANAGEMENT, INC.

1 registered advisor
Michael Roy Weinstat
JERICHO, New York
05

Office Locations

JERICHO, New York
1 advisor

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Data sourced from SEC Form ADV filings. WEINSTAT WEALTH MANAGEMENT, INC. (CRD# 125626) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.