Einstok Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 326527
- Website
- einstokwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Einstok Wealth Management LLC is a small, privately held limited liability company owned by an individual and focused on serving individuals and families. Its advisory revenue is collected as a percentage of assets under management. The firm’s registered advisory work centers on portfolio management for individuals and small businesses and also includes publishing periodicals/newsletters and offering educational seminars and workshops. Einstok is not identified as an ESG-focused manager, is not described as a multi-state adviser, and is not a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Jason Micheli
PresidentCRD 4869404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Melchior Investments LLC
RIAGD Investment Advisers LLC
RIAStarkel Wealth Advisors, LLC
RIASarasota, FL