Investment adviser · CRD 127019

WIN WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Dec 22, 2016

Regulatory AUM
$120M
Form ADV · Item 5.F
Client accounts
648
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 22, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8055 E. TUFTS AVENUE, SUITE 550
DENVER, CO, 80237, United States

CRD 127019

Filing source

Form ADV 1055916 · Dec 22, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.