# Welinsky and Welinsky CPAs

Welinsky and Welinsky CPAs is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 129554
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129554

## About

WELINSKY AND WELINSKY CPAS is a state-registered investment adviser in CLIFFSIDE PARK, NJ. The firm has 3 employees and 2 investment advisers.

## Questions

### What asset classes does the firm invest in?

Welinsky deploys capital across three primary asset classes: public equities, private credit, and direct real estate. The public-equity allocation is concentrated in dividend-paying, large-cap US stocks. The private-credit sleeve participates in senior-debt facilities backed by private-equity sponsors. The real-estate portfolio consists of net-leased medical-office properties in the Midwest.

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Last updated: 2026-08-14T12:30:00.000Z

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