Weinstat Wealth Management, Inc.
SEC RegisteredWe eat our own cooking.
About the firm
Weinstat Wealth Management, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission, founded by Michael Weinstat, a former Certified Public Accountant. The firm works exclusively on a fee-for-service basis, holds discretionary power over all its accounts, and trades through the institutional division of Fidelity Investments. Michael Weinstat created the firm in 2010 and dedicates himself to equity markets and long-term portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed equity accounts, no-load equity mutual funds, no-load bond funds, and individual bonds (both taxable and tax-free), offered on a fee-for-service basis with a focus on long-term investment strategy and portfolio management.
Who they serve
Clients who want to grow their assets over a long period of time, including close family and friends, new clients, and long-time accounting clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $5.1M |
| High Net Worth Individuals | 21 | $124M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Weinstat Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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