WINIECKI WEALTH MANAGEMENT

WINIECKI WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 156007). Regulatory assets under management: $64.4M.

Registration

• CRD: 156007
• Type: Registered investment adviser
• Phone: 312-961-1266
• Latest filing: 2026-03-02
• Regulatory AUM: $64.4M
• Discretionary AUM: $42.3M
• Non-discretionary AUM: $22.1M
• Clients: 1
• Accounts: 113

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search