Full text of WINKLEVOSS INSURANCE AGENCY, LLC's X-17A-5 filed 2025-08-28 (period 2025-06-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill SEC FILE NUMBER 48544 **FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **0? /01 /2024** MM/DD/VY AND ENDING **06/30/2025** MM/DD/VY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Winklevoss Insurance Agency, LLC TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 640 W Putnam Ave (No. and Street) Greenwich CT (City) (State) PERSON TO CONTACT WITH REGARD TO THIS FILING 06830 (Zip Code) Michael Vasile 2038615569 michael. vasi le@winklevossconsultants.com (Name) (Area Code - Telephone Number) (Email Address) # **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* # Lilling & Company LLP (Name - if individual, state last, first, and middle name) | Two Seaview Blvd, Suite 200 | Port Washington | NY | 11050 | |------------------------------------------------|-----------------------|---------|-----------------------------------------| | (Address) | (City) | (State) | (Zip Code) | | 3/31/2009 | | 3480 | | | l"<br>of R,g;stcaUoo w;th PCAOB)(;f appUcableJ | | | {PCAOB Reg;mat;oo N,mbec, ;f appUcableJ | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. **Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number.** {1}------------------------------------------------ #### OATH OR **AFFIRMATION** I, Howard Wlnk1911'Qas swear (or affirm) that, o the best of my knowledge and belief, the financial report pertaining to the firm of Wink l1WOss **tnsurance Agency,** LLC • as of 6/30 2 025 . d I f rth ,,.,ear (or affirm) that neither the company nor any \_\…Read the full text as markdown