# WIN TEAM ADVISORY SERVICES

WIN TEAM ADVISORY SERVICES of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136680
- Type: SEC-registered investment adviser
- SEC file number: 801-68877
- Location: 560 WALD, IRVINE, CA, 92618
- Phone: 949-336-7300
- Latest filing: 2026-07-16
- Regulatory AUM: $57.6M
- Discretionary AUM: $57.6M
- Clients: 3
- Accounts: 143

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| David Winston Crist | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT | — |
| CRIST DAVID WINSTON | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| REGUERO EDWARD ANTHONY | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136680/similar
- Related entities: https://search.stillhousedata.com/firm/136680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.