← Back to search
WELINSKY AND WELINSKY CPAS
CRD 129554
Advisory firmPartnership
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
0
Fees
% OF INCOME UNDER BROKER-DEALER MANAGEMENT
Org form
Partnership
Filing date
2026-06-08
Disciplinary history
No
Services
Selection of other advisersNONE-SEND TO BROKER-DEALER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $0 |
Official SEC filing: View on IAPD