WINYAH FINANCIAL SERVICES, LLC

WINYAH FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 136690). Regulatory assets under management: $2.6M.

Registration

• CRD: 136690
• Type: Registered investment adviser
• Phone: 302-539-3360
• Latest filing: 2026-01-15
• Regulatory AUM: $2.6M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136690 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search