Winer Wealth Management, Inc.
Winer Wealth Management, Inc. (CRD# 128317) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $14,060,602 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$281,212
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Richard Winer (CRD# 2317830) is the founder, president and CEO of Winer Wealth Management, Inc. in Woodland Hills, CA and has over 21 years of experience in wealth management and financial planning.
As president and CEO of Winer Wealth Management, Rich oversees the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States. His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. As a former professional musician, Rich understands the special needs, requirements and concerns of people in the entertainment industry. In 2011, he was interviewed by E! News Daily's Ken Baker on the subject of how celebrities can protect themselves from fraud and financial scams. More recently, he was featured in an article in Variety on how financial advisors helped their entertainment industry clients during the 2008 bear market. Rich has been mentioned and quoted in various financial publications including The Wall Street Journal, Investor's Business Daily, Financial Planning Magazine, Fiduciary News and the Los Angeles and San Fernando Valley Business Journals.
Steven Katz (CRD# 1922244) is an Investment Advisor Representative working at Winer Wealth Management, Inc. in Agoura Hills, CA and has 1 year of experience in the finance industry.
Gregory Rom (CRD# 6329923) is an Investment Advisor Representative working at Winer Wealth Management, Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.
Mitchell Turk (CRD# 6359633) is an Investment Advisor Representative working at Winer Wealth Management, Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.