# WIN ADVISORS, INC

WIN ADVISORS, INC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 300351
- Type: SEC-registered investment adviser
- SEC file number: 801-115311
- Location: 11440 JOG ROAD, PALM BEACH GARDENS, FL, 33418
- Phone: 561-472-2000
- Latest filing: 2026-03-22
- Regulatory AUM: $266.8M
- Discretionary AUM: $266.8M
- Clients: 4
- Accounts: 1,941

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Denis Stephen Walsh | DIRECTOR AND PRESIDENT | — |
| Barry Richard Rittman | TREASURER | — |
| Mary Therese Walsh | SECRETARY AND CHIEF COMPLIANCE OFFICER | Palm Beach Gardens, FL |
| WALSH STEPHEN | DIRECTOR AND PRESIDENT | — |
| WALSH MARY THERESE | SECRETARY AND CHIEF COMPLIANCE OFFICER | — |
| RITTMAN BARRY RICHARD | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300351/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300351/similar
- Related entities: https://search.stillhousedata.com/firm/300351/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300351

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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.