Winten Investment Partners, LLC

Overview

Winten Investment Partners, LLC is an independent, owner-run registered investment adviser organized as an LLC. The firm advises both individual and family clients as well as institutional and business accounts, charging fees as a percentage of assets under management. Its advisory services cover financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Filings indicate the adviser does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices