Win Advisors, Inc
Win Advisors, Inc is an SEC-registered mass-market adviser in Palm Beach Gardens, FL with $266.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Win Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300351, SEC 801-115311, data through 2026-03-22.
- AUM (assets under management / regulatory AUM)
- $266.8M (2026-03-22)
- Firm type
- Mass-Market Adviser
- Location
- Palm Beach Gardens, FL
- Employees
- 4
- Clients
- 1,941
- CRD
- 300351
- Ownership
- WORLD INVESTMENT NETWORK, INC.; WALSH, DENIS, STEPHEN; RITTMAN, BARRY, RICHARD; WALSH, MARY, THERESE
How much AUM does Win Advisors, Inc have?
Win Advisors, Inc reported $266.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-22).
Who owns Win Advisors, Inc?
Disclosed owners and executives of Win Advisors, Inc include WORLD INVESTMENT NETWORK, INC., WALSH, DENIS, STEPHEN, RITTMAN, BARRY, RICHARD, WALSH, MARY, THERESE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.