Wintrice Money Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 151272
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.58%
- Individuals45.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wintrice Money Advisors, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or operate as a related adviser to another firm. Business activity and firm classification indicate a small, client-focused practice rather than a capital allocator or multi-office institutional manager. The firm appears to rely on third‑party products and custodial infrastructure to deliver advice and implement client portfolios.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities99%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Godwin Okolie
FounderCRD 1920574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations