WIN INVESTING LLC

WIN INVESTING LLC is an SEC-registered investment adviser (CRD 284356). Regulatory assets under management: $19.0M.

Registration

• CRD: 284356
• Type: Registered investment adviser
• Phone: 610-715-5421
• Latest filing: 2026-07-01
• Regulatory AUM: $19.0M
• Discretionary AUM: $19.0M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search