CRD: 125626
Weinstat Wealth Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2010
- Office Locations
- 1
Office Locations
About Weinstat Wealth Management, Inc.
Weinstat Wealth Management is an SEC-registered, fee-only RIA providing discretionary portfolio management and financial planning for individuals, trusts, and estates. Sole owner Michael Weinstat (former CPA) runs a research-driven, concentrated equity strategy (typically 25-30 stocks) and keeps a 5-15% cash cushion to deploy in pullbacks; fixed income is implemented via no-load bond funds and individual bonds. Portfolios are traded through Fidelity's institutional platform and reviewed with detailed quarterly reporting.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL ROY WEINSTAT
Chief Compliance Officer, Investment Advisor, President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,477,710 | $3,778,756 |
| Non-Discretionary | $2,232,290 | $2,232,290 |
| Total | $130,710,000 | $3,734,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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