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WEINSTAT WEALTH MANAGEMENT, INC.

Advisory

N·

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM
$131M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.3%
Employees
1
Assets Under Management
Total AUM$131M
Discretionary AUM$128M
Non-Discretionary AUM$2M
Discretionary %98.3%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingNov 13, 2007
Latest FilingFeb 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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