Winch Financial
Winch Financial is an SEC-registered mass-market adviser in Appleton, WI with $580.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Winch Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110194, SEC 801-55488, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $580.2M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Appleton, WI
- Employees
- 18
- Clients
- 851
- CRD
- 110194
- Ownership
- WINCH, CHRISTINA, VIGNEC; Winch, Tanya, Christine; WINCH, ADAM, ZACHARY; WINCH, SAMUEL, RONALD
How much AUM does Winch Financial have?
Winch Financial reported $580.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Winch Financial?
Disclosed owners and executives of Winch Financial include WINCH, CHRISTINA, VIGNEC, Winch, Tanya, Christine, WINCH, ADAM, ZACHARY, WINCH, SAMUEL, RONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.