EDELSTEIN WEALTH MANAGEMENT, LLC
CRD #121596 SEC #801-63169 BOSTON, MA 617.227.6161
SEC Registered
Total AUM
$29.6M
Discretionary
$0
Employees
5
Clients
10
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2004 | $29.6M | $0 | $29.6M | 5 | -- |
DateMay 2004
Total AUM$29.6M
Discretionary$0
Non-Disc.$29.6M
Employees5
Clients--