Investment adviser · CRD 107125
WINANS INVESTMENTS
Investment adviser filing (IA)
WINANS INTERNATIONAL
LAS VEGAS, NV, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $306M Form ADV · Item 5.F
- Client accounts
- 512 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 67 | $187,000,000 | 61.2% |
| Individuals | 197 | $96,600,000 | 31.6% |
| Retirement plans | 6 | $13,000,000 | 4.3% |
| Charities | 6 | $9,000,000 | 2.9% |
Filing source
Form ADV 2056446 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Feb 26, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
410 S. RAMPART BLVD., SUITE 390LAS VEGAS, NV, 89145, United States
CRD 107125
Filing source
Form ADV 2056446 · Feb 26, 2026 · 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.