LP Profile

Weinstat Wealth Management

Also known as weinstat wealth

Wealth ManagerPalm Beach Gardens, United StatesFounded 2011
$61M
Assets Under Management
Palm Beach Gardens
Headquarters
Investment Focus

About Weinstat Wealth Management

Weinstat Wealth Management is a wealth manager based in Palm Beach Gardens, US. Founded in 2011. Reported AUM: 61 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Weinstat Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$130.7M
Total Clients
35
Filing Date
April 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Weinstat Wealth Management?

Weinstat Wealth Management is a wealth manager based in Palm Beach Gardens, United States, managing approximately $61M in assets.

Where is Weinstat Wealth Management headquartered?

Weinstat Wealth Management is headquartered in Palm Beach Gardens, United States.

How much does Weinstat Wealth Management manage?

Weinstat Wealth Management manages approximately $61M in assets under management.

When was Weinstat Wealth Management founded?

Weinstat Wealth Management was founded in 2011.

How can I contact Weinstat Wealth Management?

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