Weinstat Wealth Management, Inc.

Overview

Weinstat Wealth Management, Inc. is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. Registered with the SEC since 2014, the firm charges clients on a percentage-of-AUM basis and operates with a predominantly discretionary mandate. Client relationships span high-net-worth households and a limited number of institutional or family accounts; the firm does not identify as an active ESG investor, a pension consultant, or a multi-state advisory platform. Rather than functioning as a capital allocator, Weinstat Wealth Management relies on third-party pooled vehicles and external managers for much of its client exposure.

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Location & Offices