Data / Investment advisers / Florida / Winning Points Advisors, L.L.C.
Winning Points Advisors, L.L.C., Boca Raton, FL: $173 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Winning Points Advisors, L.L.C. is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $173 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, investment companies and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Winning Points Advisors, L.L.C. (CRD number 118077): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 118077
- SEC file number
- 801-78654
- SEC status
- Approved, effective October 4, 2013
- Main office
- 127 NW 13th Street Suite 13, Boca Raton, FL 33432
- Phone
- (561) 367-9111
- Website
- thewinningpoints.com
- Regulatory AUM
- $173,114,072 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $173,114,072
- Accounts
- 326
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| High net worth individuals | 25 | $126.6 million |
| Investment companies | 1 | $24.2 million |
| Individuals (other than high net worth individuals) | 183 | $22.3 million |
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 | $173.1 million | March 31, 2026 |
| December 1, 2025 | $176.4 million | April 1, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sky Alpha Asset Advisors | Boca Raton | $216 million | Not listed | adviserinfo.sec.gov |
| Syntax Research, Inc. | Boca Raton | $202.9 million | 1 | adviserinfo.sec.gov |
| Rwa Advisors | Boca Raton | $199.1 million | Not listed | adviserinfo.sec.gov |
| One Wealth Investors | Boca Raton | $193.5 million | Not listed | adviserinfo.sec.gov |
| Palm Wealth Partners | Boca Raton | $179.3 million | Not listed | adviserinfo.sec.gov |
| Cywp Fund | Boca Raton | $160.8 million | 13 | adviserinfo.sec.gov |
| Financial Trust Asset Management Chartered | Boca Raton | $141.9 million | Not listed | adviserinfo.sec.gov |
| Red Reef Advisors LLC | Boca Raton | $135 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Winning Points Advisors, L.L.C. on the SEC's adviser search
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.