A complete list of active advisors currently associated with Einstok Wealth Management LLC

Warmer can help you find a great advisor at Einstok Wealth Management LLC or one who fits your needs even better.

Einstök Wealth Management is a recently formed SEC-registered investment adviser that provides discretionary portfolio management and ongoing investment advice to individuals (including non‑high‑net‑worth individuals), trusts, charitable organizations, and businesses. The firm also periodically publishes investment-focused newsletters and offers educational seminars and workshops on investment topics, which it states are provided without separate fees. The firm’s investment process is grounded in Modern Portfolio Theory and a primarily passive approach, constructing diversified portfolios using low‑cost index mutual funds and ETFs and emphasizing asset allocation, tax considerations, and limited trading. It also discloses a proprietary mathematical algorithm that can tactically shift allocations (for example, moving into high‑yield bond funds in rising trends and into money‑market funds in down trends) while managing client accounts on a discretionary basis. Einstök Wealth operates as a small, single‑practitioner adviser managing roughly $14.3 million for about 41 clients and reports no account minimum, a combination that is atypical among firms without active SEC‑registered advisors. The firm does not act as a private fund adviser and discloses that its principal maintains a separate advisory role at another registered adviser and leverages custodial relationships that provide practice‑support services.

To learn more about the advisors currently working at Einstok Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Micheli	Irvine, CA	8

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