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| Win Advisors Inc
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| CRD # | 300351 |
| SEC # | 801-115311 |
| CIK # | 0001897144 |
| AUM | 266.8 M (2026-03-22) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 561-472-2000 |
| Address | 11440 Jog Road Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GE Vernova Inc | 3.1 | ||
| Corning Inc /NY | 3.0 | ||
| Ciena Corp | 2.8 | ||
| Freeport McMoran Copper & Gold Inc | 2.6 | ||
| Teradyne Inc | 1.7 | ||
| Lam Research Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,893 | 239.5 |
| (b) Individuals (high net worth individuals) | 12 | 19.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 4.4 |
| (h) Charitable organizations | 6 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,941 | 266.8 |
| By Discretionary | ||
| Discretionary | 1,941 | 266.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,941 | 266.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.8 | |
| Total | 1,941 | 266.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001897144] | |
| SC 13G | [0001897144] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Win Advisors Inc | First Trust Exchange-Traded Fund VI | [2025-08-18] |
| Win Advisors Inc | WisdomTree Trust | [2025-05-07] |
| Win Advisors Inc | WisdomTree Trust | [2024-11-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Money Concepts Capital Corp
✚
|
FL | 4,068.0 M |
|
Win Advisors Inc
✚
|
FL | 266.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
BPM Wealth Advisors LLC
✚
|
CA | 268.3 M |
|
Matriarch Wealth Management LLC
✚
|
267.3 M | |
|
Retirementadvice JKA
✚
|
CA | 267.3 M |
|
Cmbidwell & Associates Ltd
✚
|
267.1 M | |
|
Arsenal Capital Advisors LLC
✚
|
PA | 267.1 M |
|
Harbour Wealth Management Group Inc
✚
|
SC | 266.2 M |
|
Wisniewski Wealth Management LLC
✚
|
TX | 266.1 M |
|
Tassel Capital Management Inc
✚
|
NC | 266.0 M |
|
Cerda Munoz Advisors Inc
✚
|
CA | 265.7 M |
|
Bernzott Capital Advisors
✚
|
CA | 265.4 M |