WINNER WEALTH MANAGEMENT

WINNER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 287582). Regulatory assets under management: $8.5M.

Registration

• CRD: 287582
• Type: Registered investment adviser
• Phone: 330-465-4076
• Latest filing: 2026-04-24
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 287582 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search