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Building 2WEINSTAT WEALTH MANAGEMENT, INC.

Map pin
Phone516-666-0144
NotebookSEC #801-79194
Total AUM
$130.7M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-4
Monday - Friday
Phone
516-666-0144

ReceiptFinancials

Total AUM
$130.7M
Accounts
35
Discretionary
$128.5M
Accounts
34
Non-Discretionary
$2.2M
Accounts
1

ContactClients

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Individual Clients
13
AUM
$5.1M
HNW Individual Clients
21
AUM
$124.2M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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