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WEINSTAT WEALTH MANAGEMENT, INC.

· CRD 125626 · IAPD ↗ · weinstatwealthmanagement.com · 516-666-0144

$130.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2024 — WEINSTAT WEALTH MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.