Winters Financial Group, Inc.
Winters Financial Group, Inc. is an SEC-registered mass-market adviser in Westlake Village, CA with $252.3M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Winters Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309549, SEC 801-121556, data through 2026-03-21.
- AUM (assets under management / regulatory AUM)
- $252.3M (2026-03-21)
- Firm type
- Mass-Market Adviser
- Location
- Westlake Village, CA
- Employees
- 3
- Clients
- 273
- CRD
- 309549
- Ownership
- WINTERS, RICHARD, KEVIN; Winters, Janice, Elizabeth
How much AUM does Winters Financial Group, Inc. have?
Winters Financial Group, Inc. reported $252.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-21).
Who owns Winters Financial Group, Inc.?
Disclosed owners and executives of Winters Financial Group, Inc. include WINTERS, RICHARD, KEVIN, Winters, Janice, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.