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).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $281,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Winer Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Richard S. Winer
CRD#: 2317830
21243 Ventura Blvd., Suite 207, Woodland Hills, CA 91364
100
Wealthminder
score

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.

2
Steven J. Katz
CRD#: 1922244
5737 Kanen Road, Suite 600, Agoura Hills, CA 91301
87
Wealthminder
score

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.

3
Gregory A. Rom
CRD#: 6329923
21243 Ventura Blvd, Suite 207, Woodland Hills, CA 91364
87
Wealthminder
score

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.

4
Mitchell W. Turk
CRD#: 6359633
21243 Ventura Blvd, Suite 207, Woodland Hills, CA 91364
87
Wealthminder
score

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.

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