Win Advisors, Inc
● SEC registered since 2019CRD 300351SEC# 801-115311Palm Beach Gardens, FL
Reg. AUM
$266.8M
Employees
4
Accounts
1,941
Location
Palm Beach Gardens, FL
Win Advisors, Inc assets under management
Win Advisors, Inc is a registered investment adviser overseen by the SEC based in Palm Beach Gardens, FL. The firm has been registered since 2019. It reports $266.8 million in regulatory assets under management and employs 4 people.
Win Advisors, Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Richard Rittman | Treasurer | Under 5% | 2018 |
| Denis Stephen Walsh Control | Director And President | Under 5% | 2018 |
| Mary Therese Walsh | Secretary And Chief Compliance Officer | Under 5% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Win Advisors, Inc manage?
Win Advisors, Inc reports $266.8 million in regulatory assets under management on its Form ADV.
How many employees does Win Advisors, Inc have?
Win Advisors, Inc reports 4 employees.
Where is Win Advisors, Inc located?
Win Advisors, Inc is based in Palm Beach Gardens, FL and has been SEC-registered since 2019.
Does Win Advisors, Inc disclose fund performance?
Win Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11440 Jog Road, Palm Beach Gardens, FL 33418 |
| Phone | 561-472-2000 |
| Fax | 561-472-2055 |
| Office hours | 8:30 To 5:30 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1897144 |
| Discloses disciplinary history | No |
Regulatory AUM
$266.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$266.8Mregulatory AUM
Discretionary $266.8M