# Shai Weinbaum Investment Management

> Shai Weinbaum Investment Management is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 167376
- Filed as: SHAI WEINBAUM INVESTMENT MANAGEMENT
- Legal name: Weinbaum, Shai
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167376
- AdvisorCensus page: https://advisorcensus.com/firm/shai-weinbaum-investment-management-167376

## Quick answers

**How is Shai Weinbaum Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Shai Weinbaum Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Shai Weinbaum Investment Management registered with the SEC or a state?**
Shai Weinbaum Investment Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167376.

**How much does Shai Weinbaum Investment Management manage?**
Shai Weinbaum Investment Management reports $218,867 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Shai Weinbaum Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Shai Weinbaum Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167376

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $218,867
- Discretionary: $218,867
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $218,867 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shai Weinbaum Investment Management (CRD 167376): Form ADV filing data as of October 2026.