WIN Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 338220
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
WIN Private Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. WIN Private Wealth reports being an active ESG investor and does not operate as a capital allocator, pension consultant, or related adviser. It is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Malique Micenheimer
FounderCRD 7029786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations