WIN PRIVATE WEALTH

WIN PRIVATE WEALTH is an SEC-registered investment adviser (CRD 338220). Regulatory assets under management: $3.0M.

Registration

• CRD: 338220
• Type: Registered investment adviser
• Phone: 209-390-2246
• Latest filing: 2026-07-23
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 2
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

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 338220 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search