Data / Investment advisers / Florida / Win Advisors, Inc
Win Advisors, Inc, Palm Beach Gardens, FL: $267 million AUM, SEC registered investment adviser
Win Advisors, Inc is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $267 million in regulatory assets under management in its Form ADV filed March 22, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 300351
- SEC file number
- 801-115311
- SEC status
- Approved, effective May 24, 2019
- Main office
- 11440 Jog Road, Palm Beach Gardens, FL 33418
- Phone
- (561) 472-2000
- Regulatory AUM
- $266,840,858 in the Form ADV filed March 22, 2026
- Discretionary AUM
- $266,840,858
- Accounts
- 1,941
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,893 | $239.5 million |
| High net worth individuals | 12 | $19.4 million |
| Pension and profit sharing plans | 23 | $4.4 million |
| Corporations or other businesses | 7 | $2.7 million |
| Charitable organizations | 6 | $788,851 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $266.8 million | March 22, 2026 |
| December 1, 2025 | $238.5 million | March 20, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Convergence Investment Partners, LLC | Palm Beach Gardens | $523.6 million | Not listed | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | $450.2 million | Not listed | adviserinfo.sec.gov |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | Not listed | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 1 | adviserinfo.sec.gov |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | adviserinfo.sec.gov |
| Raven Music Partners LLC | Palm Beach Gardens | $265.4 million | 7 | adviserinfo.sec.gov |
| Center for Asset Management, LLC | Palm Beach Gardens | $257.1 million | Not listed | adviserinfo.sec.gov |
| Kutumb Investments LLC | Palm Beach Gardens | $250 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Win Advisors, Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.