RIA Intel›Advisers›Washington›WEINBAUM, SHAI

WEINBAUM, SHAI

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$36K

across 6 accounts

AUM per adviser

$219K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$219K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$219K

Discretionary AUM$219K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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