Investment adviser · CRD 166196
WINSLOW WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Jul 21, 2021
- Regulatory AUM
- $26.6M Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Other clients | 18 | $12,013,954 | 45.1% |
| High-net-worth individuals | 3 | $6,961,880 | 26.2% |
| Individuals | 25 | $6,705,526 | 25.2% |
| Retirement plans | 1 | $581,774 | 2.2% |
| Corporations & businesses | 3 | $358,944 | 1.3% |
Filing source
Form ADV 1554676 · Jul 21, 2021 · 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: Jul 21, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
175 FEDERAL STREET, 6TH FLBOSTON, MA, 02110, United States
CRD 166196
Filing source
Form ADV 1554676 · Jul 21, 2021 · 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.