Investment adviser · CRD 110194
WINCH FINANCIAL
Investment adviser filing (IA)
WINCH ADVISORY SERVICES, LLC
APPLETON, WI, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $580M Form ADV · Item 5.F
- Client accounts
- 2,323 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 17 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 | 147 | $364,910,178 | 62.9% |
| Individuals | 704 | $201,459,442 | 34.7% |
| Retirement plans | Fewer than 5 | $13,759,469 | 2.4% |
| Charities | Fewer than 5 | $49,055 | 0.0% |
Filing source
Form ADV 2065277 · Mar 4, 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: Mar 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
424 E. WISCONSIN AVENUEAPPLETON, WI, 54911, United States
CRD 110194
Filing source
Form ADV 2065277 · Mar 4, 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.