EINSTOK WEALTH MANAGEMENT LLC

EINSTOK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 326527). Regulatory assets under management: $14.3M.

Registration

• CRD: 326527
• Type: Registered investment adviser
• Phone: 4244221229
• Latest filing: 2026-04-17
• Regulatory AUM: $14.3M
• Discretionary AUM: $14.3M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326527 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search