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| Winans International
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|---|---|
| CRD # | 107125 |
| SEC # | 801-43327 |
| CIK # | 0000173097 |
| AUM | 305.6 M (2026-02-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 800-494-6267 |
| Address | 410 S Rampart Blvd Las Vegas, NV 89145 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 96.6 |
| (b) Individuals (high net worth individuals) | 67 | 187.0 |
| (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 | 6 | 13.0 |
| (h) Charitable organizations | 6 | 9.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 305.6 |
| By Discretionary | ||
| Discretionary | 512 | 305.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 512 | 305.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.6 | |
| Total | 512 | 305.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hendershott Wealth Management LLC
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|
IN | 305.8 M |
|
Finer Wealth Management Inc
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|
MA | 305.8 M |
|
Varra Wealth Management LLC
✚
|
CO | 305.6 M |
|
Joel Adams and Associates Inc
✚
|
NC | 305.6 M |
|
Lwealth LLC
✚
|
TX | 305.5 M |
|
Victoria Capital Management Inc
✚
|
SC | 305.5 M |
|
Keeler Thomas Management LLC
✚
|
UT | 305.5 M |
|
Rockwall Wealth Management Inc
✚
|
TX | 305.5 M |
|
Stableford Capital LLC
✚
|
AZ | 305.3 M |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 305.2 M |